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 | Participant loan processing; Account ... | $2,828 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,373 | $60,323-59.6% | $81,812-70.2% | $74,495-67.3% |
| Participation rate | 85.3% | 62.9%+22.5pp | 72.3%+13.0pp | 67.2%+18.1pp |
| Annual return | 22.99% | 16.90%+6.1pp | 773.79%-750.8pp | 1364.94%-1342.0pp |
| Employer contribution / active EE | $690 | $2,620-73.7% | $2,912-76.3% | $2,623-73.7% |
| Participant deferral / active EE | $3,365 | $3,387-0.7% | $4,319-22.1% | $4,346-22.6% |
| Admin fee / account holder | $16 | $1,486-98.9% | $7,386-99.8% | $1,942-99.2% |