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; Participant loan p... | $3,848 |
Annual investment return 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 | $33,698 | $71,964-53.2% | $167,512-79.9% | $85,563-60.6% |
| Participation rate | 77.7% | 61.0%+16.8pp | 77.1%+0.7pp | 66.0%+11.8pp |
| Annual return | 11.58% | 18.83%-7.3pp | 1615.79%-1604.2pp | 31.51%-19.9pp |
| Employer contribution / active EE | $1,041 | $1,875-44.5% | $3,882-73.2% | $2,654-60.8% |
| Participant deferral / active EE | $1,985 | $4,110-51.7% | $6,405-69.0% | $4,375-54.6% |
| Admin fee / account holder | $11 | $815-98.7% | $9,769-99.9% | $834-98.7% |