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 ... | $923 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,872 | $49,915-64.2% | $154,803-88.5% | $74,304-75.9% |
| Participation rate | 90.2% | 54.0%+36.2pp | 78.1%+12.1pp | 60.3%+29.8pp |
| Annual return | 10.09% | 34.06%-24.0pp | 58.88%-48.8pp | 29.43%-19.3pp |
| Employer contribution / active EE | $760 | $1,611-52.8% | $4,305-82.4% | $2,241-66.1% |
| Participant deferral / active EE | $707 | $2,255-68.6% | $5,540-87.2% | $3,767-81.2% |
| Admin fee / account holder | $7 | $2,189-99.7% | $14,329-100.0% | $2,969-99.8% |