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 ... | $4,626 |
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 | $30,696 | $49,915-38.5% | $154,803-80.2% | $74,304-58.7% |
| Participation rate | 89.0% | 54.0%+35.0pp | 78.1%+10.9pp | 60.3%+28.6pp |
| Annual return | 12.68% | 34.06%-21.4pp | 58.88%-46.2pp | 29.43%-16.7pp |
| Employer contribution / active EE | $1,317 | $1,611-18.3% | $4,305-69.4% | $2,241-41.3% |
| Participant deferral / active EE | $3,284 | $2,255+45.7% | $5,540-40.7% | $3,767-12.8% |
| Admin fee / account holder | $11 | $2,189-99.5% | $14,329-99.9% | $2,969-99.6% |