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 | Recordkeeping and information managem... | $1,694 |
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 | $43,425 | $65,908-34.1% | $81,812-46.9% | $77,643-44.1% |
| Participation rate | 51.7% | 65.8%-14.1pp | 72.3%-20.6pp | 70.6%-18.8pp |
| Annual return | 12.73% | 26.64%-13.9pp | 773.79%-761.1pp | 31.24%-18.5pp |
| Employer contribution / active EE | $420 | $2,370-82.3% | $2,912-85.6% | $2,726-84.6% |
| Participant deferral / active EE | $1,469 | $3,505-58.1% | $4,319-66.0% | $4,647-68.4% |
| Admin fee / account holder | $6 | $526-99.0% | $7,386-99.9% | $430-98.7% |