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... | $2,854 |
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 | $24,998 | $46,292-46.0% | $143,757-82.6% | $64,808-61.4% |
| Participation rate | 97.7% | 64.2%+33.5pp | 80.3%+17.4pp | 71.5%+26.2pp |
| Annual return | -13.91% | -10.05%-3.9pp | -0.04%-13.9pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,282 | $1,910-32.8% | $4,951-74.1% | $2,506-48.8% |
| Participant deferral / active EE | $3,921 | $2,646+48.2% | $5,637-30.4% | $4,310-9.0% |
| Admin fee / account holder | $7 | $154-95.7% | $14,673-100.0% | $188-96.5% |