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; Participant loan p... | $2,692 |
Annual investment return 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 | $41,185 | $80,717-49.0% | $154,803-73.4% | $84,808-51.4% |
| Participation rate | 79.8% | 66.8%+13.0pp | 78.1%+1.7pp | 68.3%+11.5pp |
| Annual return | 12.92% | 37.96%-25.0pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,731 | $2,761-37.3% | $4,305-59.8% | $2,631-34.2% |
| Participant deferral / active EE | $2,520 | $3,303-23.7% | $5,540-54.5% | $4,212-40.2% |
| Admin fee / account holder | $14 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |