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 | Participant loan processing; Recordke... | $487 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,592 | $49,915-38.7% | $154,803-80.2% | $74,304-58.8% |
| Participation rate | 72.2% | 54.0%+18.3pp | 78.1%-5.8pp | 60.3%+11.9pp |
| Annual return | 20.82% | 34.06%-13.2pp | 58.88%-38.1pp | 29.43%-8.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,491 | $2,255+10.5% | $5,540-55.0% | $3,767-33.9% |
| Admin fee / account holder | $5 | $2,189-99.8% | $14,329-100.0% | $2,969-99.8% |