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... | $2,109 |
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 | $22,765 | $58,264-60.9% | $86,612-73.7% | $71,457-68.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 16.80% | 21.63%-4.8pp | 591.07%-574.3pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,025 | $2,574-21.3% | $3,022-33.0% | $2,588-21.7% |
| Participant deferral / active EE | $2,475 | $3,436-28.0% | $4,438-44.2% | $4,289-42.3% |
| Admin fee / account holder | $6 | $1,057-99.5% | $5,614-99.9% | $1,587-99.6% |