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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $3,929 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,545 | $61,058-77.8% | $71,209-81.0% | $85,563-84.2% |
| Participation rate | 88.6% | 58.6%+30.1pp | 73.8%+14.9pp | 66.0%+22.7pp |
| Annual return | 7.61% | 100.41%-92.8pp | 282.51%-274.9pp | 31.51%-23.9pp |
| Employer contribution / active EE | $1,253 | $2,199-43.0% | $2,721-54.0% | $2,654-52.8% |
| Participant deferral / active EE | $1,329 | $3,173-58.1% | $4,175-68.2% | $4,375-69.6% |
| Admin fee / account holder | $10 | $855-98.9% | $5,349-99.8% | $834-98.9% |