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 ... | $623 |
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 | $43,069 | $85,202-49.5% | $172,739-75.1% | $72,985-41.0% |
| Participation rate | 96.3% | 70.1%+26.3pp | 82.6%+13.7pp | 69.5%+26.9pp |
| Annual return | 24.88% | 27.32%-2.4pp | 802.84%-778.0pp | 81.00%-56.1pp |
| Employer contribution / active EE | $533 | $3,324-84.0% | $5,143-89.6% | $2,440-78.2% |
| Participant deferral / active EE | $1,554 | $3,260-52.3% | $5,198-70.1% | $3,607-56.9% |
| Admin fee / account holder | $5 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |