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 9-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 | Recordkeeping and information managem... | $1,604 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,356 | $73,488-64.1% | $67,221-60.8% | $73,488-64.1% |
| Participation rate | 95.7% | 70.7%+25.0pp | 79.4%+16.3pp | 70.7%+25.0pp |
| Annual return | 2.83% | 28.51%-25.7pp | 20.72%-17.9pp | 28.51%-25.7pp |
| Employer contribution / active EE | $1,535 | $2,270-32.4% | $3,723-58.8% | $2,270-32.4% |
| Participant deferral / active EE | $2,320 | $3,740-38.0% | $4,384-47.1% | $3,740-38.0% |
| Admin fee / account holder | $6 | $513-98.9% | $5,844-99.9% | $513-98.9% |