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... | $686 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,089 | $27,641+5.2% | $61,373-52.6% | $68,494-57.5% |
| Participation rate | 80.0% | 39.5%+40.5pp | 52.6%+27.4pp | 67.9%+12.1pp |
| Annual return | -13.44% | -13.24%-0.2pp | 338.61%-352.0pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,070 | $695+53.9% | $1,159-7.7% | $2,596-58.8% |
| Participant deferral / active EE | $2,556 | $1,263+102.3% | $2,125+20.3% | $4,027-36.5% |
| Admin fee / account holder | $8 | $2,010-99.6% | $2,130-99.6% | $5,403-99.9% |