Filed February 5, 2018
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 8-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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $14,861 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,855 | $50,982-65.0% | $154,803-88.5% | $85,563-79.1% |
| Participation rate | 84.7% | 59.8%+25.0pp | 78.1%+6.7pp | 66.0%+18.8pp |
| Annual return | 12.16% | 30.35%-18.2pp | 58.88%-46.7pp | 31.51%-19.3pp |
| Employer contribution / active EE | $855 | $1,708-49.9% | $4,305-80.1% | $2,654-67.8% |
| Participant deferral / active EE | $1,978 | $2,474-20.0% | $5,540-64.3% | $4,375-54.8% |
| Admin fee / account holder | $62 | $846-92.7% | $14,329-99.6% | $834-92.6% |