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; Account maintenanc... | $3,245 |
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 | $24,512 | $66,914-63.4% | - | $66,914-63.4% |
| Participation rate | 85.9% | 69.8%+16.1pp | - | 69.8%+16.1pp |
| Annual return | -13.33% | 1.58%-14.9pp | - | 1.58%-14.9pp |
| Employer contribution / active EE | $1,169 | $2,544-54.0% | - | $2,544-54.0% |
| Participant deferral / active EE | $1,222 | $4,237-71.2% | - | $4,237-71.2% |
| Admin fee / account holder | $10 | $593-98.3% | - | $593-98.3% |