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... | $2,205 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,765 | $49,915-72.4% | $154,803-91.1% | $74,304-81.5% |
| Participation rate | 83.3% | 54.0%+29.4pp | 78.1%+5.3pp | 60.3%+23.0pp |
| Annual return | 15.16% | 34.06%-18.9pp | 58.88%-43.7pp | 29.43%-14.3pp |
| Employer contribution / active EE | $777 | $1,611-51.8% | $4,305-82.0% | $2,241-65.3% |
| Participant deferral / active EE | $583 | $2,255-74.1% | $5,540-89.5% | $3,767-84.5% |
| Admin fee / account holder | $9 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |