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... | $270 |
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 | $32,227 | $57,281-43.7% | $86,612-62.8% | $75,163-57.1% |
| Participation rate | 98.4% | 63.2%+35.2pp | 71.7%+26.7pp | 67.2%+31.2pp |
| Annual return | 13.62% | 2670.75%-2657.1pp | 591.07%-577.4pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,689 | $2,314-27.0% | $3,022-44.1% | $2,670-36.7% |
| Participant deferral / active EE | $1,713 | $3,318-48.4% | $4,438-61.4% | $4,125-58.5% |
| Admin fee / account holder | $3 | $4,112-99.9% | $5,614-100.0% | $5,651-100.0% |