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 | Participant loan processing; Claims p... | $3,192 |
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 | $20,959 | $58,879-64.4% | $178,490-88.3% | $73,488-71.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 6.45% | 24.86%-18.4pp | 151.07%-144.6pp | 28.51%-22.1pp |
| Employer contribution / active EE | $924 | $2,236-58.7% | $5,011-81.6% | $2,270-59.3% |
| Participant deferral / active EE | $2,843 | $2,567+10.7% | $5,202-45.4% | $3,740-24.0% |
| Admin fee / account holder | $8 | $400-98.0% | $13,984-99.9% | $513-98.4% |