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 | Recordkeeping and information managem... | $1,548 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,098 | $49,915-7.6% | $154,803-70.2% | $74,304-38.0% |
| Participation rate | 71.1% | 54.0%+17.1pp | 78.1%-7.0pp | 60.3%+10.7pp |
| Annual return | 10.83% | 34.06%-23.2pp | 58.88%-48.1pp | 29.43%-18.6pp |
| Employer contribution / active EE | $988 | $1,611-38.7% | $4,305-77.1% | $2,241-55.9% |
| Participant deferral / active EE | $1,770 | $2,255-21.5% | $5,540-68.1% | $3,767-53.0% |
| Admin fee / account holder | $10 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |