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 | Participant loan processing; Recordke... | $1,108 |
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 | $47,184 | $91,190-48.3% | $178,490-73.6% | $79,858-40.9% |
| Participation rate | 85.3% | 69.2%+16.1pp | 81.9%+3.3pp | 69.6%+15.6pp |
| Annual return | 5.93% | 24.19%-18.3pp | 151.07%-145.1pp | 31.71%-25.8pp |
| Employer contribution / active EE | $1,416 | $3,256-56.5% | $5,011-71.7% | $2,471-42.7% |
| Participant deferral / active EE | $1,866 | $3,236-42.4% | $5,202-64.1% | $3,740-50.1% |
| Admin fee / account holder | $10 | $6,751-99.9% | $13,984-99.9% | $5,306-99.8% |