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 ... | $323 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,347 | $91,190-59.0% | $178,490-79.1% | $79,858-53.2% |
| Participation rate | 54.8% | 69.2%-14.4pp | 81.9%-27.1pp | 69.6%-14.8pp |
| Annual return | 13.63% | 24.19%-10.6pp | 151.07%-137.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $690 | $3,256-78.8% | $5,011-86.2% | $2,471-72.1% |
| Participant deferral / active EE | $2,160 | $3,236-33.2% | $5,202-58.5% | $3,740-42.2% |
| Admin fee / account holder | $4 | $6,751-99.9% | $13,984-100.0% | $5,306-99.9% |