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... | $4,589 |
Employer 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 | $63,312 | $299,959-78.9% | $185,823-65.9% | - |
| Participation rate | 96.0% | 61.2%+34.8pp | 81.7%+14.3pp | - |
| Annual return | 15.88% | 9.80%+6.1pp | 122.05%-106.2pp | - |
| Employer contribution / active EE | $1,676 | $1,731-3.2% | $5,167-67.6% | - |
| Participant deferral / active EE | $4,588 | $2,385+92.3% | $5,568-17.6% | - |
| Admin fee / account holder | $11 | $47,864-100.0% | $16,237-99.9% | - |