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 | Claims processing; Recordkeeping and ... | $701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $38,788 | $61,272-36.7% | $149,673-74.1% | $71,457-45.7% |
| Participation rate | 52.8% | 62.5%-9.7pp | 78.8%-26.0pp | 67.9%-15.1pp |
| Annual return | 38.66% | 35.85%+2.8pp | 134.42%-95.8pp | 28.85%+9.8pp |
| Employer contribution / active EE | $709 | $2,378-70.2% | $4,818-85.3% | $2,588-72.6% |
| Participant deferral / active EE | $3,072 | $2,917+5.3% | $5,680-45.9% | $4,289-28.4% |
| Admin fee / account holder | $5 | $1,261-99.6% | $13,210-100.0% | $1,587-99.7% |