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; Recordkeeping and ... | $883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,576 | $66,124-56.8% | $90,404-68.4% | $73,488-61.1% |
| Participation rate | 65.9% | 69.7%-3.8pp | 72.7%-6.8pp | 70.7%-4.8pp |
| Annual return | 15.28% | 17.65%-2.4pp | 1293.02%-1277.7pp | 28.51%-13.2pp |
| Employer contribution / active EE | $674 | $2,346-71.3% | $3,262-79.3% | $2,270-70.3% |
| Participant deferral / active EE | $876 | $3,039-71.2% | $3,963-77.9% | $3,740-76.6% |
| Admin fee / account holder | $8 | $396-97.9% | $5,611-99.9% | $513-98.4% |