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; Account maintenanc... | $4,071 |
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 | $23,311 | $54,237-57.0% | $90,281-74.2% | $67,579-65.5% |
| Participation rate | 97.3% | 68.6%+28.7pp | 73.3%+24.0pp | 71.3%+26.0pp |
| Annual return | 22.19% | 37.27%-15.1pp | 78.10%-55.9pp | 378.56%-356.4pp |
| Employer contribution / active EE | $2,271 | $1,846+23.1% | $2,854-20.4% | $2,148+5.8% |
| Participant deferral / active EE | $3,412 | $2,625+30.0% | $3,885-12.2% | $3,539-3.6% |
| Admin fee / account holder | $8 | $123-93.7% | $5,351-99.9% | $142-94.5% |