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 | Claims processing; Recordkeeping and ... | $1,719 |
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 | $26,891 | $35,986-25.3% | $77,482-65.3% | $73,488-63.4% |
| Participation rate | 96.2% | 40.8%+55.3pp | 54.2%+42.0pp | 70.7%+25.5pp |
| Annual return | 15.31% | 19.26%-3.9pp | 54.79%-39.5pp | 28.51%-13.2pp |
| Employer contribution / active EE | $510 | $557-8.5% | $986-48.3% | $2,270-77.5% |
| Participant deferral / active EE | $1,409 | $1,198+17.7% | $1,861-24.3% | $3,740-62.3% |
| Admin fee / account holder | $11 | $466-97.6% | $2,858-99.6% | $513-97.8% |