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; Participant loan p... | $1,395 |
Employer contribution per participant 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 | $31,079 | $49,915-37.7% | $154,803-79.9% | $74,304-58.2% |
| Participation rate | 72.6% | 54.0%+18.6pp | 78.1%-5.5pp | 60.3%+12.2pp |
| Annual return | 14.32% | 34.06%-19.7pp | 58.88%-44.6pp | 29.43%-15.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,909 | $2,255-15.3% | $5,540-65.6% | $3,767-49.3% |
| Admin fee / account holder | $7 | $2,189-99.7% | $14,329-99.9% | $2,969-99.7% |