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 ... | $669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,146 | $52,208-26.9% | $86,612-56.0% | $74,419-48.7% |
| Participation rate | 55.7% | 66.3%-10.6pp | 71.7%-16.0pp | 70.7%-15.0pp |
| Annual return | 15.05% | 44.46%-29.4pp | 591.07%-576.0pp | 34.38%-19.3pp |
| Employer contribution / active EE | $428 | $2,282-81.2% | $3,022-85.8% | $2,637-83.8% |
| Participant deferral / active EE | $1,501 | $3,383-55.6% | $4,438-66.2% | $4,528-66.8% |
| Admin fee / account holder | $3 | $319-99.1% | $5,614-100.0% | $348-99.2% |