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 | Claims processing; Participant loan p... | $3,445 |
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 | $13,693 | $51,620-73.5% | $90,281-84.8% | $65,185-79.0% |
| Participation rate | 90.1% | 68.6%+21.5pp | 73.3%+16.9pp | 70.2%+19.9pp |
| Annual return | 23.08% | 24.94%-1.9pp | 78.10%-55.0pp | 29.38%-6.3pp |
| Employer contribution / active EE | $646 | $2,235-71.1% | $2,854-77.4% | $2,177-70.3% |
| Participant deferral / active EE | $1,407 | $2,871-51.0% | $3,885-63.8% | $3,514-60.0% |
| Admin fee / account holder | $11 | $384-97.0% | $5,351-99.8% | $847-98.7% |