Filed January 8, 2024 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,505 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,184 | $62,928-83.8% | $172,739-94.1% | $67,579-84.9% |
| Participation rate | 93.1% | 64.5%+28.6pp | 82.6%+10.4pp | 71.3%+21.8pp |
| Annual return | 19.72% | 30.36%-10.6pp | 802.84%-783.1pp | 378.56%-358.8pp |
| Employer contribution / active EE | $556 | $1,636-66.0% | $5,143-89.2% | $2,148-74.1% |
| Participant deferral / active EE | $1,128 | $2,145-47.4% | $5,198-78.3% | $3,539-68.1% |
| Admin fee / account holder | $6 | $167-96.4% | $13,954-100.0% | $142-95.7% |