Filed January 26, 2022 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $10,251 |
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 | $16,239 | $46,464-65.0% | $150,298-89.2% | $79,634-79.6% |
| Participation rate | 81.3% | 57.0%+24.3pp | 77.8%+3.5pp | 62.5%+18.8pp |
| Annual return | 14.29% | 27.89%-13.6pp | 62.79%-48.5pp | 36.46%-22.2pp |
| Employer contribution / active EE | $1,027 | $1,512-32.1% | $4,154-75.3% | $2,529-59.4% |
| Participant deferral / active EE | $2,370 | $2,157+9.9% | $5,453-56.5% | $3,835-38.2% |
| Admin fee / account holder | $14 | $891-98.5% | $14,116-99.9% | $1,002-98.6% |