Filed November 4, 2024 (most recent of 3 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... | $548 |
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 | $24,164 | $95,416-74.7% | $185,823-87.0% | $85,850-71.9% |
| Participation rate | 70.8% | 68.8%+2.1pp | 81.7%-10.9pp | 69.3%+1.5pp |
| Annual return | 16.65% | 23.59%-6.9pp | 122.05%-105.4pp | 318.53%-301.9pp |
| Employer contribution / active EE | $758 | $3,314-77.1% | $5,167-85.3% | $2,565-70.5% |
| Participant deferral / active EE | $1,931 | $3,423-43.6% | $5,568-65.3% | $3,952-51.1% |
| Admin fee / account holder | $8 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |