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... | $0 |
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 | $48,260 | $65,061-25.8% | $143,757-66.4% | $66,914-27.9% |
| Participation rate | 77.1% | 65.2%+11.9pp | 80.3%-3.2pp | 69.8%+7.3pp |
| Annual return | -16.60% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,641 | $2,361-30.5% | $4,951-66.9% | $2,544-35.5% |
| Participant deferral / active EE | $2,361 | $2,919-19.1% | $5,637-58.1% | $4,237-44.3% |
| Admin fee / account holder | $10 | $502-98.0% | $14,673-99.9% | $593-98.3% |