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... | $1,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,256 | $46,292-56.2% | $143,757-85.9% | $64,808-68.7% |
| Participation rate | 65.2% | 64.2%+1.0pp | 80.3%-15.1pp | 71.5%-6.2pp |
| Annual return | -12.45% | -10.05%-2.4pp | -0.04%-12.4pp | 32.82%-45.3pp |
| Employer contribution / active EE | $362 | $1,910-81.0% | $4,951-92.7% | $2,506-85.6% |
| Participant deferral / active EE | $2,003 | $2,646-24.3% | $5,637-64.5% | $4,310-53.5% |
| Admin fee / account holder | $5 | $154-96.7% | $14,673-100.0% | $188-97.3% |