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 13 · EIN 35-0472300 | Contract Administrator | $10,445 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $4,727 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,002 | $50,982-43.1% | $154,803-81.3% | $85,563-66.1% |
| Participation rate | 86.3% | 59.8%+26.5pp | 78.1%+8.2pp | 66.0%+20.3pp |
| Annual return | 11.33% | 30.35%-19.0pp | 58.88%-47.6pp | 31.51%-20.2pp |
| Employer contribution / active EE | $817 | $1,708-52.2% | $4,305-81.0% | $2,654-69.2% |
| Participant deferral / active EE | $2,694 | $2,474+8.9% | $5,540-51.4% | $4,375-38.4% |
| Admin fee / account holder | $32 | $846-96.2% | $14,329-99.8% | $834-96.2% |