Filed April 25, 2025
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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.
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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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $8,820 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,960 | $54,350-87.2% | $82,719-91.6% | $68,494-89.8% |
| Participation rate | 82.1% | 63.9%+18.2pp | 72.6%+9.6pp | 67.9%+14.3pp |
| Annual return | -8.80% | -13.67%+4.9pp | 701.18%-710.0pp | -7.84%-1.0pp |
| Employer contribution / active EE | $487 | $2,218-78.0% | $3,009-83.8% | $2,596-81.2% |
| Participant deferral / active EE | $1,390 | $3,246-57.2% | $4,395-68.4% | $4,027-65.5% |
| Admin fee / account holder | $125 | $4,395-97.2% | $5,329-97.7% | $5,403-97.7% |