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 ... | $1,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,879 | $95,416-64.5% | $185,823-81.8% | $85,850-60.5% |
| Participation rate | 62.8% | 68.8%-6.0pp | 81.7%-18.9pp | 69.3%-6.5pp |
| Annual return | 12.80% | 23.59%-10.8pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $679 | $3,314-79.5% | $5,167-86.9% | $2,565-73.5% |
| Participant deferral / active EE | $1,137 | $3,423-66.8% | $5,568-79.6% | $3,952-71.2% |
| Admin fee / account holder | $10 | $7,213-99.9% | $16,237-99.9% | $6,260-99.8% |