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... | $1,099 |
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 | $15,401 | $61,272-74.9% | $149,673-89.7% | $71,457-78.4% |
| Participation rate | 91.2% | 62.5%+28.7pp | 78.8%+12.5pp | 67.9%+23.3pp |
| Annual return | 24.75% | 35.85%-11.1pp | 134.42%-109.7pp | 28.85%-4.1pp |
| Employer contribution / active EE | $1,216 | $2,378-48.9% | $4,818-74.8% | $2,588-53.0% |
| Participant deferral / active EE | $2,367 | $2,917-18.9% | $5,680-58.3% | $4,289-44.8% |
| Admin fee / account holder | $4 | $1,261-99.7% | $13,210-100.0% | $1,587-99.8% |