Filed December 7, 2016 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $2,363 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,905 | $56,095-82.3% | $178,490-94.5% | $90,288-89.0% |
| Participation rate | 87.4% | 65.6%+21.8pp | 81.9%+5.5pp | 73.4%+14.0pp |
| Annual return | 54.45% | 28.81%+25.6pp | 151.07%-96.6pp | 53.97%+0.5pp |
| Employer contribution / active EE | $388 | $1,572-75.3% | $5,011-92.3% | $2,524-84.6% |
| Participant deferral / active EE | $1,050 | $2,669-60.6% | $5,202-79.8% | $4,232-75.2% |
| Admin fee / account holder | $2 | $101-97.8% | $13,984-100.0% | $114-98.0% |