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 | Participant loan processing; Recordke... | $1,816 |
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 | $37,913 | $58,879-35.6% | $178,490-78.8% | $73,488-48.4% |
| Participation rate | 88.1% | 66.2%+21.8pp | 81.9%+6.1pp | 70.7%+17.4pp |
| Annual return | 15.80% | 24.86%-9.1pp | 151.07%-135.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $2,106 | $2,236-5.8% | $5,011-58.0% | $2,270-7.2% |
| Participant deferral / active EE | $3,054 | $2,567+18.9% | $5,202-41.3% | $3,740-18.3% |
| Admin fee / account holder | $6 | $400-98.5% | $13,984-100.0% | $513-98.9% |