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 ... | $2,383 |
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 | $22,857 | $58,879-61.2% | $178,490-87.2% | $73,488-68.9% |
| Participation rate | 90.9% | 66.2%+24.7pp | 81.9%+9.0pp | 70.7%+20.2pp |
| Annual return | 13.22% | 24.86%-11.6pp | 151.07%-137.8pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,027 | $2,236-54.1% | $5,011-79.5% | $2,270-54.7% |
| Participant deferral / active EE | $1,332 | $2,567-48.1% | $5,202-74.4% | $3,740-64.4% |
| Admin fee / account holder | $15 | $400-96.3% | $13,984-99.9% | $513-97.2% |