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 ... | $2,249 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,437 | $52,293-83.9% | $178,490-95.3% | $73,409-88.5% |
| Participation rate | 94.0% | 65.3%+28.7pp | 81.9%+12.1pp | 72.2%+21.8pp |
| Annual return | 18.96% | 34.75%-15.8pp | 151.07%-132.1pp | 59.29%-40.3pp |
| Employer contribution / active EE | $632 | $1,735-63.6% | $5,011-87.4% | $2,234-71.7% |
| Participant deferral / active EE | $1,189 | $2,332-49.0% | $5,202-77.1% | $3,805-68.7% |
| Admin fee / account holder | $11 | $127-91.4% | $13,984-99.9% | $158-93.0% |