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; Recordke... | $612 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,111 | $55,415-15.0% | $155,509-69.7% | $74,495-36.8% |
| Participation rate | 88.0% | 61.9%+26.1pp | 78.2%+9.8pp | 67.2%+20.8pp |
| Annual return | 13.11% | 268.50%-255.4pp | 64.67%-51.6pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,223 | $2,267-2.0% | $4,672-52.4% | $2,623-15.3% |
| Participant deferral / active EE | $1,405 | $2,836-50.5% | $5,626-75.0% | $4,346-67.7% |
| Admin fee / account holder | $7 | $1,738-99.6% | $15,912-100.0% | $1,942-99.6% |