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 ... | $1,448 |
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 | $32,220 | $91,190-64.7% | $178,490-81.9% | $79,858-59.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.52% | 24.19%-12.7pp | 151.07%-139.5pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,409 | $3,256-56.7% | $5,011-71.9% | $2,471-43.0% |
| Participant deferral / active EE | $2,793 | $3,236-13.7% | $5,202-46.3% | $3,740-25.3% |
| Admin fee / account holder | $12 | $6,751-99.8% | $13,984-99.9% | $5,306-99.8% |