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 | Participant loan processing; Account ... | $3,633 |
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 | $12,975 | $60,323-78.5% | $81,812-84.1% | $74,495-82.6% |
| Participation rate | 84.2% | 62.9%+21.3pp | 72.3%+11.8pp | 67.2%+17.0pp |
| Annual return | 18.35% | 16.90%+1.5pp | 773.79%-755.4pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $1,286 | $2,620-50.9% | $2,912-55.8% | $2,623-51.0% |
| Participant deferral / active EE | $1,537 | $3,387-54.6% | $4,319-64.4% | $4,346-64.6% |
| Admin fee / account holder | $8 | $1,486-99.4% | $7,386-99.9% | $1,942-99.6% |