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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.
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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 |
|---|---|---|
PENSION MAXIMA INVESTMENT3+ years Service code 26 · EIN 20-8414002 9 LEONE CLOSE · SCARSDALE, NY 10583 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $16,599 | $28,109-40.9% | $71,086-76.7% | $56,287-70.5% |
| Participation rate | 35.3% | 40.4%-5.1pp | 54.7%-19.4pp | 69.9%-34.6pp |
| Annual return | -10.47% | -615.05%+604.6pp | 650.59%-661.1pp | -9.96%-0.5pp |
| Employer contribution / active EE | $718 | $558+28.7% | $1,088-34.0% | $2,111-66.0% |
| Participant deferral / active EE | $1,143 | $1,116+2.4% | $1,874-39.0% | $3,350-65.9% |
| Admin fee / account holder | $270 | $585-53.7% | $3,082-91.2% | $521-48.1% |