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... | $940 |
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 | $25,156 | $65,409-61.5% | $98,442-74.4% | $85,850-70.7% |
| Participation rate | 88.2% | 65.0%+23.2pp | 73.3%+14.8pp | 69.3%+18.9pp |
| Annual return | 19.35% | 21.76%-2.4pp | 1492.73%-1473.4pp | 318.53%-299.2pp |
| Employer contribution / active EE | $1,293 | $2,168-40.4% | $2,960-56.3% | $2,565-49.6% |
| Participant deferral / active EE | $2,680 | $3,166-15.4% | $4,276-37.3% | $3,952-32.2% |
| Admin fee / account holder | $6 | $4,593-99.9% | $5,949-99.9% | $6,260-99.9% |