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 ... | $1,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,635 | $55,415+4.0% | $155,509-62.9% | $74,495-22.6% |
| Participation rate | 36.1% | 61.9%-25.8pp | 78.2%-42.1pp | 67.2%-31.1pp |
| Annual return | 11.97% | 268.50%-256.5pp | 64.67%-52.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $438 | $2,267-80.7% | $4,672-90.6% | $2,623-83.3% |
| Participant deferral / active EE | $1,287 | $2,836-54.6% | $5,626-77.1% | $4,346-70.4% |
| Admin fee / account holder | $7,447 | $1,738+328.4% | $15,912-53.2% | $1,942+283.5% |