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 | Recordkeeping and information managem... | $4,354 |
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 | $54,755 | $63,745-14.1% | $98,442-44.4% | $79,386-31.0% |
| Participation rate | 95.0% | 69.9%+25.2pp | 73.3%+21.7pp | 70.7%+24.3pp |
| Annual return | 31.80% | 625.80%-594.0pp | 1492.73%-1460.9pp | 116.85%-85.0pp |
| Employer contribution / active EE | $5,329 | $2,557+108.4% | $2,960+80.1% | $2,427+119.5% |
| Participant deferral / active EE | $1,983 | $3,303-40.0% | $4,276-53.6% | $4,046-51.0% |
| Admin fee / account holder | $14 | $516-97.2% | $5,949-99.8% | $626-97.7% |