Filed March 13, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $3,638 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,628 | $52,293-51.0% | $178,490-85.6% | $73,409-65.1% |
| Participation rate | 95.0% | 65.3%+29.6pp | 81.9%+13.0pp | 72.2%+22.8pp |
| Annual return | 13.24% | 34.75%-21.5pp | 151.07%-137.8pp | 59.29%-46.1pp |
| Employer contribution / active EE | $446 | $1,735-74.3% | $5,011-91.1% | $2,234-80.0% |
| Participant deferral / active EE | $817 | $2,332-65.0% | $5,202-84.3% | $3,805-78.5% |
| Admin fee / account holder | $9 | $127-92.9% | $13,984-99.9% | $158-94.3% |