Filed June 11, 2024 (most recent of 2 filings on file)
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 | Claims processing; Recordkeeping and ... | $2,804 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,506 | $60,323-85.9% | $81,812-89.6% | $74,495-88.6% |
| Participation rate | 95.8% | 62.9%+32.9pp | 72.3%+23.4pp | 67.2%+28.6pp |
| Annual return | 15.03% | 16.90%-1.9pp | 773.79%-758.8pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $840 | $2,620-68.0% | $2,912-71.2% | $2,623-68.0% |
| Participant deferral / active EE | $1,742 | $3,387-48.6% | $4,319-59.7% | $4,346-59.9% |
| Admin fee / account holder | $11 | $1,486-99.2% | $7,386-99.8% | $1,942-99.4% |