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 | Recordkeeping and information managem... | $12,503 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,482 | $61,058-74.6% | $71,209-78.3% | $85,563-81.9% |
| Participation rate | 96.7% | 58.6%+38.1pp | 73.8%+22.9pp | 66.0%+30.7pp |
| Annual return | 12.16% | 100.41%-88.3pp | 282.51%-270.4pp | 31.51%-19.4pp |
| Employer contribution / active EE | $2,869 | $2,199+30.5% | $2,721+5.4% | $2,654+8.1% |
| Participant deferral / active EE | $1,784 | $3,173-43.8% | $4,175-57.3% | $4,375-59.2% |
| Admin fee / account holder | $10 | $855-98.8% | $5,349-99.8% | $834-98.8% |