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 | Participant loan processing; Claims p... | $655 |
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 | $9,705 | $58,264-83.3% | $86,612-88.8% | $71,457-86.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 17.98% | 21.63%-3.6pp | 591.07%-573.1pp | 28.85%-10.9pp |
| Employer contribution / active EE | $596 | $2,574-76.8% | $3,022-80.3% | $2,588-77.0% |
| Participant deferral / active EE | $1,670 | $3,436-51.4% | $4,438-62.4% | $4,289-61.1% |
| Admin fee / account holder | $4 | $1,057-99.6% | $5,614-99.9% | $1,587-99.7% |