Filed April 9, 2025
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 | Participant loan processing; Recordke... | $12,854 |
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 | $19,526 | $50,815-61.6% | $155,509-87.4% | $77,643-74.9% |
| Participation rate | 89.2% | 63.1%+26.1pp | 78.2%+11.0pp | 70.6%+18.6pp |
| Annual return | 21.03% | 34.80%-13.8pp | 64.67%-43.6pp | 31.24%-10.2pp |
| Employer contribution / active EE | $1,231 | $1,993-38.2% | $4,672-73.7% | $2,726-54.9% |
| Participant deferral / active EE | $1,348 | $2,822-52.2% | $5,626-76.0% | $4,647-71.0% |
| Admin fee / account holder | $17 | $437-96.1% | $15,912-99.9% | $430-96.1% |