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 ... | $756 |
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 | $38,770 | $95,416-59.4% | $185,823-79.1% | $85,850-54.8% |
| Participation rate | 84.6% | 68.8%+15.9pp | 81.7%+2.9pp | 69.3%+15.3pp |
| Annual return | 14.30% | 23.59%-9.3pp | 122.05%-107.7pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,195 | $3,314-63.9% | $5,167-76.9% | $2,565-53.4% |
| Participant deferral / active EE | $4,007 | $3,423+17.0% | $5,568-28.0% | $3,952+1.4% |
| Admin fee / account holder | $6 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |