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; Participant loan p... | $4,759 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,358 | $94,833-7.9% | $75,696+15.4% | $86,799+0.6% |
| Participation rate | 93.3% | 79.1%+14.2pp | 74.8%+18.4pp | 72.3%+21.0pp |
| Annual return | 13.18% | 16.91%-3.7pp | 104.53%-91.4pp | 97.91%-84.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,436 | $3,632-32.9% | $3,821-36.2% | $4,131-41.0% |
| Admin fee / account holder | $9 | $109-91.3% | $3,619-99.7% | $170-94.5% |