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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 INVESTMENT5+ years Service code 26 · EIN 20-8414002 9 LEONE CLOSE · SCARSDALE, NY 10583 | Advisory (Participants) | $5,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,533 | $35,986-56.8% | $77,482-80.0% | $73,488-78.9% |
| Participation rate | 40.6% | 40.8%-0.3pp | 54.2%-13.6pp | 70.7%-30.1pp |
| Annual return | 49.74% | 19.26%+30.5pp | 54.79%-5.0pp | 28.51%+21.2pp |
| Employer contribution / active EE | $582 | $557+4.4% | $986-41.0% | $2,270-74.4% |
| Participant deferral / active EE | $976 | $1,198-18.5% | $1,861-47.6% | $3,740-73.9% |
| Admin fee / account holder | $188 | $466-59.6% | $2,858-93.4% | $513-63.4% |