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 |
|---|---|---|
Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CTR · NEW YORK, NY 10281 | Investment Management | $3,205 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,581 | $52,884-81.9% | $84,750-88.7% | $55,167-82.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.31% | 18.03%-11.7pp | 22.78%-16.5pp | 169.23%-162.9pp |
| Employer contribution / active EE | $3,016 | $2,233+35.0% | $3,574-15.6% | $1,963+53.7% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $30 | $581-94.9% | $5,332-99.4% | $504-94.1% |