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... | $1,711 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported that benefits due were not provided when due.
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 | $25,901 | $69,362-62.7% | $101,248-74.4% | $73,488-64.8% |
| Participation rate | 97.3% | 68.4%+28.9pp | 75.8%+21.5pp | 70.7%+26.6pp |
| Annual return | 24.94% | 18.46%+6.5pp | 46.47%-21.5pp | 28.51%-3.6pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,209 | $3,300-2.7% | $4,370-26.6% | $3,740-14.2% |
| Admin fee / account holder | $14 | $704-98.0% | $5,945-99.8% | $513-97.3% |