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 | Claims processing; Recordkeeping and ... | $2,056 |
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,365 | $52,293-68.7% | $178,490-90.8% | $73,409-77.7% |
| Participation rate | 93.5% | 65.3%+28.2pp | 81.9%+11.6pp | 72.2%+21.3pp |
| Annual return | 12.19% | 34.75%-22.6pp | 151.07%-138.9pp | 59.29%-47.1pp |
| Employer contribution / active EE | $379 | $1,735-78.2% | $5,011-92.4% | $2,234-83.0% |
| Participant deferral / active EE | $666 | $2,332-71.4% | $5,202-87.2% | $3,805-82.5% |
| Admin fee / account holder | $7 | $127-94.9% | $13,984-100.0% | $158-95.9% |