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 | Account maintenance fees; Participant... | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,536 | $65,061-70.0% | $143,757-86.4% | $66,914-70.8% |
| Participation rate | 54.5% | 65.2%-10.7pp | 80.3%-25.8pp | 69.8%-15.3pp |
| Annual return | -4.92% | -11.14%+6.2pp | -0.04%-4.9pp | 1.58%-6.5pp |
| Employer contribution / active EE | $720 | $2,361-69.5% | $4,951-85.5% | $2,544-71.7% |
| Participant deferral / active EE | $1,864 | $2,919-36.1% | $5,637-66.9% | $4,237-56.0% |
| Admin fee / account holder | $5 | $502-99.0% | $14,673-100.0% | $593-99.2% |