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... | $8,273 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,234 | $50,982-54.4% | $154,803-85.0% | $85,563-72.8% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 6.13% | 30.35%-24.2pp | 58.88%-52.8pp | 31.51%-25.4pp |
| Employer contribution / active EE | $2,341 | $1,708+37.0% | $4,305-45.6% | $2,654-11.8% |
| Participant deferral / active EE | $3,819 | $2,474+54.3% | $5,540-31.1% | $4,375-12.7% |
| Admin fee / account holder | $15 | $846-98.3% | $14,329-99.9% | $834-98.2% |