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 ... | $2,033 |
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 | $25,512 | $58,879-56.7% | $178,490-85.7% | $73,488-65.3% |
| Participation rate | 80.3% | 66.2%+14.1pp | 81.9%-1.6pp | 70.7%+9.6pp |
| Annual return | 11.54% | 24.86%-13.3pp | 151.07%-139.5pp | 28.51%-17.0pp |
| Employer contribution / active EE | $534 | $2,236-76.1% | $5,011-89.3% | $2,270-76.5% |
| Participant deferral / active EE | $1,250 | $2,567-51.3% | $5,202-76.0% | $3,740-66.6% |
| Admin fee / account holder | $8 | $400-98.1% | $13,984-99.9% | $513-98.5% |