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; Recordkeeping and ... | $1,244 |
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 | $32,332 | $89,355-63.8% | $141,162-77.1% | $72,985-55.7% |
| Participation rate | 85.4% | 75.1%+10.2pp | 82.5%+2.9pp | 69.5%+15.9pp |
| Annual return | 26.72% | 111.85%-85.1pp | 71.39%-44.7pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,678 | $3,114-46.1% | $4,735-64.6% | $2,440-31.2% |
| Participant deferral / active EE | $3,449 | $5,418-36.3% | $6,709-48.6% | $3,607-4.4% |
| Admin fee / account holder | $10 | $5,958-99.8% | $10,261-99.9% | $5,124-99.8% |