Filed September 27, 2021
Total covered: 4 employees
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 | Recordkeeping and information managem... | $1,330 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,939 | $58,208+45.9% | $81,812+3.8% | $80,856+5.0% |
| Participation rate | 98.6% | 63.4%+35.1pp | 72.3%+26.2pp | 67.6%+30.9pp |
| Annual return | 13.08% | 41.66%-28.6pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $4,102 | $2,340+75.3% | $2,912+40.9% | $2,755+48.9% |
| Participant deferral / active EE | $3,796 | $3,281+15.7% | $4,319-12.1% | $4,296-11.6% |
| Admin fee / account holder | $7 | $4,981-99.9% | $7,386-99.9% | $6,918-99.9% |