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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 INVESTMENT4+ years Service code 26 · EIN 20-8414002 9 LEONE CLOSE · SCARSDALE, NY 10583 | Advisory (Participants) | $5,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $16,430 | $31,679-48.1% | $74,701-78.0% | $65,185-74.8% |
| Participation rate | 21.2% | 40.4%-19.2pp | 54.5%-33.3pp | 70.2%-49.0pp |
| Annual return | 20.66% | 39.04%-18.4pp | 752.92%-732.3pp | 29.38%-8.7pp |
| Employer contribution / active EE | $605 | $566+6.9% | $1,084-44.2% | $2,177-72.2% |
| Participant deferral / active EE | $956 | $1,191-19.7% | $1,964-51.3% | $3,514-72.8% |
| Admin fee / account holder | $341 | $379-10.0% | $3,333-89.8% | $847-59.8% |