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 ... | $1,643 |
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 | $24,537 | $61,156-59.9% | $185,823-86.8% | $79,386-69.1% |
| Participation rate | 95.8% | 66.6%+29.1pp | 81.7%+14.1pp | 70.7%+25.0pp |
| Annual return | 18.00% | 19.45%-1.4pp | 122.05%-104.1pp | 116.85%-98.9pp |
| Employer contribution / active EE | $1,844 | $2,321-20.5% | $5,167-64.3% | $2,427-24.0% |
| Participant deferral / active EE | $2,502 | $2,789-10.3% | $5,568-55.1% | $4,046-38.2% |
| Admin fee / account holder | $4 | $710-99.4% | $16,237-100.0% | $626-99.3% |