Filed January 19, 2024
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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $278,758 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,958 | $112,686+88.1% | $169,993+24.7% | $80,160+164.4% |
| Participation rate | 97.1% | 87.4%+9.8pp | 87.0%+10.1pp | 72.9%+24.2pp |
| Annual return | 17.33% | 67.04%-49.7pp | 53.37%-36.0pp | 40.38%-23.0pp |
| Employer contribution / active EE | $6,540 | $4,481+45.9% | $6,785-3.6% | $2,978+119.6% |
| Participant deferral / active EE | $11,056 | $7,876+40.4% | $10,408+6.2% | $5,017+120.4% |
| Admin fee / account holder | $144 | $99+45.0% | $12,815-98.9% | $145-0.9% |