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 ... | $1,514 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,641 | $61,156-63.0% | $185,823-87.8% | $79,386-71.5% |
| Participation rate | 98.2% | 66.6%+31.6pp | 81.7%+16.5pp | 70.7%+27.5pp |
| Annual return | 12.68% | 19.45%-6.8pp | 122.05%-109.4pp | 116.85%-104.2pp |
| Employer contribution / active EE | $984 | $2,321-57.6% | $5,167-81.0% | $2,427-59.5% |
| Participant deferral / active EE | $1,253 | $2,789-55.1% | $5,568-77.5% | $4,046-69.0% |
| Admin fee / account holder | $8 | $710-98.9% | $16,237-100.0% | $626-98.7% |