Filed October 20, 2024 (most recent of 3 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 10-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 ... | $2,133 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,108 | $52,208-78.7% | $86,612-87.2% | $74,419-85.1% |
| Participation rate | 95.5% | 66.3%+29.1pp | 71.7%+23.8pp | 70.7%+24.7pp |
| Annual return | 10.63% | 44.46%-33.8pp | 591.07%-580.4pp | 34.38%-23.7pp |
| Employer contribution / active EE | $1,890 | $2,282-17.2% | $3,022-37.5% | $2,637-28.3% |
| Participant deferral / active EE | $1,428 | $3,383-57.8% | $4,438-67.8% | $4,528-68.5% |
| Admin fee / account holder | $3 | $319-98.9% | $5,614-99.9% | $348-99.0% |