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 |
|---|---|---|
CITIGROUP GLOBAL MARKETS INC6+ years Service code 55 333 W 34TH ST FL 7 · NEW YORK, NY 10001 | Other Commissions | $41,767 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,313 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,655 | $99,957-29.3% | $149,696-52.8% | $73,488-3.9% |
| Participation rate | 75.4% | 75.7%-0.3pp | 82.5%-7.1pp | 70.7%+4.7pp |
| Annual return | 18.83% | 53.87%-35.0pp | 276.60%-257.8pp | 28.51%-9.7pp |
| Employer contribution / active EE | $3,415 | $3,191+7.0% | $4,644-26.5% | $2,270+50.4% |
| Participant deferral / active EE | $6,972 | $6,073+14.8% | $6,842+1.9% | $3,740+86.4% |
| Admin fee / account holder | $7 | $551-98.7% | $9,309-99.9% | $513-98.6% |