Filed October 20, 2024 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,586 | $51,197-77.4% | $82,719-86.0% | $66,914-82.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -5.58% | -9.64%+4.1pp | 701.18%-706.8pp | 1.58%-7.2pp |
| Employer contribution / active EE | $2,148 | $2,611-17.7% | $3,009-28.6% | $2,544-15.6% |
| Participant deferral / active EE | $1,641 | $3,458-52.6% | $4,395-62.7% | $4,237-61.3% |
| Admin fee / account holder | $11 | $416-97.4% | $5,329-99.8% | $593-98.2% |