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 | Account maintenance fees; Claims proc... | $132 |
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 | $69,662 | $95,542-27.1% | $69,455+0.3% | $67,579+3.1% |
| Participation rate | 94.9% | 79.4%+15.5pp | 74.6%+20.2pp | 71.3%+23.6pp |
| Annual return | 28.07% | 17.67%+10.4pp | 28.97%-0.9pp | 378.56%-350.5pp |
| Employer contribution / active EE | $2,057 | $2,989-31.2% | $2,779-26.0% | $2,148-4.2% |
| Participant deferral / active EE | $2,454 | $3,263-24.8% | $3,535-30.6% | $3,539-30.7% |
| Admin fee / account holder | $0 | $90-100.0% | $3,839-100.0% | $142-100.0% |