Filed May 11, 2023 (most recent of 2 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 | Participant loan processing; Claims p... | $634 |
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 | $80,025 | $46,553+71.9% | $64,056+24.9% | $75,163+6.5% |
| Participation rate | 89.5% | 65.9%+23.5pp | 72.3%+17.2pp | 67.2%+22.3pp |
| Annual return | 18.81% | 26.03%-7.2pp | 33.69%-14.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,524 | $1,974+27.9% | $2,747-8.1% | $2,670-5.4% |
| Participant deferral / active EE | $8,423 | $2,837+196.9% | $3,880+117.1% | $4,125+104.2% |
| Admin fee / account holder | $5 | $2,952-99.8% | $3,068-99.8% | $5,651-99.9% |