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 ... | $1,294 |
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 | $20,927 | $91,190-77.1% | $178,490-88.3% | $79,858-73.8% |
| Participation rate | 94.9% | 69.2%+25.7pp | 81.9%+13.0pp | 69.6%+25.3pp |
| Annual return | 18.21% | 24.19%-6.0pp | 151.07%-132.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,336 | $3,256-59.0% | $5,011-73.3% | $2,471-45.9% |
| Participant deferral / active EE | $2,560 | $3,236-20.9% | $5,202-50.8% | $3,740-31.6% |
| Admin fee / account holder | $10 | $6,751-99.8% | $13,984-99.9% | $5,306-99.8% |