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... | $730 |
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 | $56,432 | $95,416-40.9% | $185,823-69.6% | $85,850-34.3% |
| Participation rate | 95.1% | 68.8%+26.4pp | 81.7%+13.4pp | 69.3%+25.8pp |
| Annual return | 14.21% | 23.59%-9.4pp | 122.05%-107.8pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,007 | $3,314-69.6% | $5,167-80.5% | $2,565-60.7% |
| Participant deferral / active EE | $2,696 | $3,423-21.3% | $5,568-51.6% | $3,952-31.8% |
| Admin fee / account holder | $31 | $7,213-99.6% | $16,237-99.8% | $6,260-99.5% |