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 9-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 15 · EIN 47-4872674 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Recordkeeping | $10,684 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 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 | $12,242 | $52,639-76.7% | $185,117-93.4% | $62,292-80.3% |
| Participation rate | 93.5% | 63.9%+29.7pp | 77.3%+16.3pp | 69.5%+24.0pp |
| Annual return | 79.89% | 19.57%+60.3pp | 40.50%+39.4pp | 28.90%+51.0pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,478 | $3,097+141.4% | $5,045+48.2% | $3,169+136.0% |
| Admin fee / account holder | $45 | $374-88.1% | $8,159-99.5% | $479-90.7% |