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... | $1,617 |
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 | $22,102 | $61,272-63.9% | $149,673-85.2% | $71,457-69.1% |
| Participation rate | 70.3% | 62.5%+7.7pp | 78.8%-8.5pp | 67.9%+2.3pp |
| Annual return | 16.28% | 35.85%-19.6pp | 134.42%-118.1pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,060 | $2,378-55.4% | $4,818-78.0% | $2,588-59.0% |
| Participant deferral / active EE | $2,609 | $2,917-10.6% | $5,680-54.1% | $4,289-39.2% |
| Admin fee / account holder | $7 | $1,261-99.5% | $13,210-100.0% | $1,587-99.6% |