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 6-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 | Recordkeeping and information managem... | $1,535 |
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 | $18,815 | $51,620-63.6% | $90,281-79.2% | $65,185-71.1% |
| Participation rate | 89.8% | 68.6%+21.2pp | 73.3%+16.5pp | 70.2%+19.6pp |
| Annual return | 19.87% | 24.94%-5.1pp | 78.10%-58.2pp | 29.38%-9.5pp |
| Employer contribution / active EE | $1,773 | $2,235-20.7% | $2,854-37.9% | $2,177-18.6% |
| Participant deferral / active EE | $1,935 | $2,871-32.6% | $3,885-50.2% | $3,514-44.9% |
| Admin fee / account holder | $7 | $384-98.3% | $5,351-99.9% | $847-99.2% |