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 | Recordkeeping and information managem... | $1,747 |
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 | $17,555 | $61,272-71.3% | $149,673-88.3% | $71,457-75.4% |
| Participation rate | 83.9% | 62.5%+21.4pp | 78.8%+5.1pp | 67.9%+16.0pp |
| Annual return | 13.31% | 35.85%-22.5pp | 134.42%-121.1pp | 28.85%-15.5pp |
| Employer contribution / active EE | $2,061 | $2,378-13.3% | $4,818-57.2% | $2,588-20.4% |
| Participant deferral / active EE | $1,659 | $2,917-43.1% | $5,680-70.8% | $4,289-61.3% |
| Admin fee / account holder | $5 | $1,261-99.6% | $13,210-100.0% | $1,587-99.7% |