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 | Participant loan processing; Claims p... | $5,908 |
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 | $32,573 | $55,415-41.2% | $155,509-79.1% | $74,495-56.3% |
| Participation rate | 78.6% | 61.9%+16.7pp | 78.2%+0.4pp | 67.2%+11.4pp |
| Annual return | 16.04% | 268.50%-252.5pp | 64.67%-48.6pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $752 | $2,267-66.8% | $4,672-83.9% | $2,623-71.3% |
| Participant deferral / active EE | $1,327 | $2,836-53.2% | $5,626-76.4% | $4,346-69.5% |
| Admin fee / account holder | $10 | $1,738-99.4% | $15,912-99.9% | $1,942-99.5% |