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... | $4,288 |
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 | $18,974 | $55,415-65.8% | $155,509-87.8% | $74,495-74.5% |
| Participation rate | 90.5% | 61.9%+28.6pp | 78.2%+12.3pp | 67.2%+23.3pp |
| Annual return | 13.01% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,501 | $2,267-33.8% | $4,672-67.9% | $2,623-42.8% |
| Participant deferral / active EE | $1,726 | $2,836-39.1% | $5,626-69.3% | $4,346-60.3% |
| Admin fee / account holder | $37 | $1,738-97.9% | $15,912-99.8% | $1,942-98.1% |