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 | Participant loan processing; Recordke... | $478 |
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 | $27,750 | $27,641+0.4% | $61,373-54.8% | $68,494-59.5% |
| Participation rate | 84.8% | 39.5%+45.3pp | 52.6%+32.2pp | 67.9%+16.9pp |
| Annual return | -15.72% | -13.24%-2.5pp | 338.61%-354.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $886 | $695+27.4% | $1,159-23.6% | $2,596-65.9% |
| Participant deferral / active EE | $2,482 | $1,263+96.5% | $2,125+16.8% | $4,027-38.4% |
| Admin fee / account holder | $6 | $2,010-99.7% | $2,130-99.7% | $5,403-99.9% |