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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 | Account maintenance fees; Claims proc... | $2,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $19,475 | $54,237-64.1% | $90,281-78.4% | $67,579-71.2% |
| Participation rate | 47.7% | 68.6%-20.9pp | 73.3%-25.6pp | 71.3%-23.6pp |
| Annual return | 20.18% | 37.27%-17.1pp | 78.10%-57.9pp | 378.56%-358.4pp |
| Employer contribution / active EE | $704 | $1,846-61.9% | $2,854-75.3% | $2,148-67.2% |
| Participant deferral / active EE | $610 | $2,625-76.8% | $3,885-84.3% | $3,539-82.8% |
| Admin fee / account holder | $6 | $123-95.3% | $5,351-99.9% | $142-95.9% |