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 | Account maintenance fees; Participant... | $3,734 |
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 | $32,536 | $52,953-38.6% | $172,739-81.2% | $65,185-50.1% |
| Participation rate | 77.6% | 66.2%+11.4pp | 82.6%-5.1pp | 70.2%+7.4pp |
| Annual return | 21.51% | 30.12%-8.6pp | 802.84%-781.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $393 | $2,190-82.1% | $5,143-92.4% | $2,177-82.0% |
| Participant deferral / active EE | $1,992 | $2,471-19.4% | $5,198-61.7% | $3,514-43.3% |
| Admin fee / account holder | $11 | $472-97.8% | $13,954-99.9% | $847-98.8% |