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 6-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 | Participant loan processing; Claims p... | $3,169 |
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 | $53,330 | $49,915+6.8% | $154,803-65.5% | $74,304-28.2% |
| Participation rate | 81.5% | 54.0%+27.5pp | 78.1%+3.4pp | 60.3%+21.1pp |
| Annual return | 15.54% | 34.06%-18.5pp | 58.88%-43.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $590 | $1,611-63.4% | $4,305-86.3% | $2,241-73.7% |
| Participant deferral / active EE | $3,827 | $2,255+69.7% | $5,540-30.9% | $3,767+1.6% |
| Admin fee / account holder | $12 | $2,189-99.4% | $14,329-99.9% | $2,969-99.6% |