Filed March 31, 2025
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $6,279 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,069 | $50,982-19.4% | $154,803-73.5% | $85,563-52.0% |
| Participation rate | 82.7% | 59.8%+23.0pp | 78.1%+4.7pp | 66.0%+16.8pp |
| Annual return | 12.30% | 30.35%-18.1pp | 58.88%-46.6pp | 31.51%-19.2pp |
| Employer contribution / active EE | $1,923 | $1,708+12.6% | $4,305-55.3% | $2,654-27.5% |
| Participant deferral / active EE | $1,888 | $2,474-23.7% | $5,540-65.9% | $4,375-56.8% |
| Admin fee / account holder | $14 | $846-98.3% | $14,329-99.9% | $834-98.3% |