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... | $2,495 |
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 | $99,665 | $55,415+79.9% | $155,509-35.9% | $74,495+33.8% |
| Participation rate | 94.7% | 61.9%+32.8pp | 78.2%+16.6pp | 67.2%+27.5pp |
| Annual return | 11.85% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $3,017 | $2,267+33.1% | $4,672-35.4% | $2,623+15.0% |
| Participant deferral / active EE | $2,852 | $2,836+0.6% | $5,626-49.3% | $4,346-34.4% |
| Admin fee / account holder | $13 | $1,738-99.2% | $15,912-99.9% | $1,942-99.3% |