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 | Participant loan processing; Claims p... | $4,183 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,896 | $52,293-79.2% | $178,490-93.9% | $73,409-85.2% |
| Participation rate | 89.3% | 65.3%+24.0pp | 81.9%+7.4pp | 72.2%+17.2pp |
| Annual return | 15.07% | 34.75%-19.7pp | 151.07%-136.0pp | 59.29%-44.2pp |
| Employer contribution / active EE | $488 | $1,735-71.9% | $5,011-90.3% | $2,234-78.2% |
| Participant deferral / active EE | $993 | $2,332-57.4% | $5,202-80.9% | $3,805-73.9% |
| Admin fee / account holder | $7 | $127-94.8% | $13,984-100.0% | $158-95.8% |