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 | Account maintenance fees; Participant... | $4,887 |
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 | $41,465 | $55,415-25.2% | $155,509-73.3% | $74,495-44.3% |
| Participation rate | 88.6% | 61.9%+26.7pp | 78.2%+10.4pp | 67.2%+21.4pp |
| Annual return | 15.46% | 268.50%-253.0pp | 64.67%-49.2pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,008 | $2,267-11.4% | $4,672-57.0% | $2,623-23.5% |
| Participant deferral / active EE | $3,999 | $2,836+41.0% | $5,626-28.9% | $4,346-8.0% |
| Admin fee / account holder | $12 | $1,738-99.3% | $15,912-99.9% | $1,942-99.4% |