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 ... | $2,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,474 | $61,156-51.8% | $185,823-84.1% | $79,386-62.9% |
| Participation rate | 58.6% | 66.6%-8.0pp | 81.7%-23.1pp | 70.7%-12.1pp |
| Annual return | 27.09% | 19.45%+7.6pp | 122.05%-95.0pp | 116.85%-89.8pp |
| Employer contribution / active EE | $502 | $2,321-78.4% | $5,167-90.3% | $2,427-79.3% |
| Participant deferral / active EE | $1,483 | $2,789-46.8% | $5,568-73.4% | $4,046-63.3% |
| Admin fee / account holder | $11 | $710-98.5% | $16,237-99.9% | $626-98.3% |