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 7-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 | Account maintenance fees; Claims proc... | $1,761 |
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 | $23,101 | $31,679-27.1% | $74,701-69.1% | $65,185-64.6% |
| Participation rate | 97.7% | 40.4%+57.4pp | 54.5%+43.2pp | 70.2%+27.5pp |
| Annual return | 34.97% | 39.04%-4.1pp | 752.92%-718.0pp | 29.38%+5.6pp |
| Employer contribution / active EE | $462 | $566-18.5% | $1,084-57.4% | $2,177-78.8% |
| Participant deferral / active EE | $1,352 | $1,191+13.5% | $1,964-31.2% | $3,514-61.5% |
| Admin fee / account holder | $13 | $379-96.7% | $3,333-99.6% | $847-98.5% |