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; Recordkeeping and ... | $924 |
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 | $29,663 | $80,717-63.3% | $154,803-80.8% | $84,808-65.0% |
| Participation rate | 89.2% | 66.8%+22.4pp | 78.1%+11.2pp | 68.3%+20.9pp |
| Annual return | 15.92% | 37.96%-22.0pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,254 | $2,761-18.4% | $4,305-47.7% | $2,631-14.3% |
| Participant deferral / active EE | $4,278 | $3,303+29.5% | $5,540-22.8% | $4,212+1.6% |
| Admin fee / account holder | $6 | $6,746-99.9% | $14,329-100.0% | $7,344-99.9% |