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... | $3,937 |
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 | $30,808 | $47,722-35.4% | $82,719-62.8% | $64,808-52.5% |
| Participation rate | 96.6% | 67.6%+28.9pp | 72.6%+24.0pp | 71.5%+25.1pp |
| Annual return | -15.94% | -13.05%-2.9pp | 701.18%-717.1pp | 32.82%-48.8pp |
| Employer contribution / active EE | $3,055 | $2,179+40.2% | $3,009+1.5% | $2,506+21.9% |
| Participant deferral / active EE | $3,631 | $3,329+9.0% | $4,395-17.4% | $4,310-15.8% |
| Admin fee / account holder | $7 | $143-94.9% | $5,329-99.9% | $188-96.2% |