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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.
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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 | Participant loan processing; Recordke... | $2,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,293 | $52,293-61.2% | $178,490-88.6% | $73,409-72.4% |
| Participation rate | 58.5% | 65.3%-6.9pp | 81.9%-23.5pp | 72.2%-13.7pp |
| Annual return | 17.44% | 34.75%-17.3pp | 151.07%-133.6pp | 59.29%-41.8pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,228 | $2,332-47.4% | $5,202-76.4% | $3,805-67.7% |
| Admin fee / account holder | $10 | $127-91.9% | $13,984-99.9% | $158-93.5% |