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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... | $965 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,438 | $84,696-72.3% | $75,696-69.0% | $167,490-86.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.13% | 199.36%-188.2pp | 104.53%-93.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,792 | $3,230-13.5% | $2,743+1.8% | $4,837-42.3% |
| Participant deferral / active EE | $1,286 | $4,580-71.9% | $3,821-66.3% | $6,341-79.7% |
| Admin fee / account holder | $286 | $5,355-94.7% | $3,619-92.1% | $12,309-97.7% |