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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.
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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 ... | $1,470 |
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 | $23,472 | $58,879-60.1% | $178,490-86.8% | $73,488-68.1% |
| Participation rate | 93.5% | 66.2%+27.3pp | 81.9%+11.6pp | 70.7%+22.9pp |
| Annual return | 2.36% | 24.86%-22.5pp | 151.07%-148.7pp | 28.51%-26.2pp |
| Employer contribution / active EE | $681 | $2,236-69.6% | $5,011-86.4% | $2,270-70.0% |
| Participant deferral / active EE | $2,020 | $2,567-21.3% | $5,202-61.2% | $3,740-46.0% |
| Admin fee / account holder | $8 | $400-98.1% | $13,984-99.9% | $513-98.5% |