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 | Recordkeeping and information managem... | $2,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,924 | $61,272-46.3% | $149,673-78.0% | $71,457-53.9% |
| Participation rate | 67.2% | 62.5%+4.7pp | 78.8%-11.6pp | 67.9%-0.8pp |
| Annual return | 22.45% | 35.85%-13.4pp | 134.42%-112.0pp | 28.85%-6.4pp |
| Employer contribution / active EE | $688 | $2,378-71.1% | $4,818-85.7% | $2,588-73.4% |
| Participant deferral / active EE | $1,686 | $2,917-42.2% | $5,680-70.3% | $4,289-60.7% |
| Admin fee / account holder | $6 | $1,261-99.5% | $13,210-100.0% | $1,587-99.6% |