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... | $825 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,671 | $58,879-76.8% | $178,490-92.3% | $73,488-81.4% |
| Participation rate | 85.2% | 66.2%+18.9pp | 81.9%+3.2pp | 70.7%+14.5pp |
| Annual return | 31.91% | 24.86%+7.1pp | 151.07%-119.2pp | 28.51%+3.4pp |
| Employer contribution / active EE | $807 | $2,236-63.9% | $5,011-83.9% | $2,270-64.5% |
| Participant deferral / active EE | $2,043 | $2,567-20.4% | $5,202-60.7% | $3,740-45.4% |
| Admin fee / account holder | $5 | $400-98.8% | $13,984-100.0% | $513-99.0% |