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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.
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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 15 · EIN 47-4872674 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Recordkeeping | $14,557 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,427 | $44,873-16.6% | $79,464-52.9% | $56,287-33.5% |
| Participation rate | 76.0% | 68.7%+7.3pp | 73.3%+2.7pp | 69.9%+6.1pp |
| Annual return | -9.08% | 0.81%-9.9pp | 718.14%-727.2pp | -9.96%+0.9pp |
| Employer contribution / active EE | $3,049 | $2,140+42.5% | $2,800+8.9% | $2,111+44.4% |
| Participant deferral / active EE | $6,215 | $2,746+126.3% | $3,704+67.8% | $3,350+85.5% |
| Admin fee / account holder | $90 | $418-78.4% | $5,113-98.2% | $521-82.6% |