Filed December 13, 2017
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... | $1,285 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,660 | $58,879-75.1% | $178,490-91.8% | $73,488-80.1% |
| Participation rate | 75.7% | 66.2%+9.5pp | 81.9%-6.2pp | 70.7%+5.0pp |
| Annual return | 11.98% | 24.86%-12.9pp | 151.07%-139.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,049 | $2,236-53.1% | $5,011-79.1% | $2,270-53.8% |
| Participant deferral / active EE | $959 | $2,567-62.6% | $5,202-81.6% | $3,740-74.4% |
| Admin fee / account holder | $9 | $400-97.7% | $13,984-99.9% | $513-98.2% |