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... | $1,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,861 | $51,620+29.5% | $90,281-25.9% | $65,185+2.6% |
| Participation rate | 69.2% | 68.6%+0.5pp | 73.3%-4.1pp | 70.2%-1.0pp |
| Annual return | 23.09% | 24.94%-1.8pp | 78.10%-55.0pp | 29.38%-6.3pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,703 | $2,871+29.0% | $3,885-4.7% | $3,514+5.4% |
| Admin fee / account holder | $10 | $384-97.3% | $5,351-99.8% | $847-98.8% |