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 ... | $1,132 |
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 | $34,256 | $61,272-44.1% | $149,673-77.1% | $71,457-52.1% |
| Participation rate | 95.6% | 62.5%+33.1pp | 78.8%+16.8pp | 67.9%+27.7pp |
| Annual return | 17.44% | 35.85%-18.4pp | 134.42%-117.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,505 | $2,378-36.7% | $4,818-68.8% | $2,588-41.8% |
| Participant deferral / active EE | $3,388 | $2,917+16.1% | $5,680-40.4% | $4,289-21.0% |
| Admin fee / account holder | $4 | $1,261-99.7% | $13,210-100.0% | $1,587-99.7% |