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... | $3,107 |
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 | $39,257 | $82,917-52.7% | $103,333-62.0% | $77,643-49.4% |
| Participation rate | 81.2% | 71.6%+9.7pp | 74.5%+6.7pp | 70.6%+10.7pp |
| Annual return | 14.84% | 19.13%-4.3pp | 24.88%-10.0pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,319 | $3,552-62.9% | $3,868-65.9% | $2,726-51.6% |
| Participant deferral / active EE | $2,721 | $4,108-33.8% | $5,057-46.2% | $4,647-41.5% |
| Admin fee / account holder | $10 | $638-98.5% | $8,355-99.9% | $430-97.8% |