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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.
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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 ... | $971 |
Employer contribution per participant 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 | $36,730 | $65,322-43.8% | $70,449-47.9% | $73,488-50.0% |
| Participation rate | 91.3% | 77.0%+14.3pp | 75.1%+16.2pp | 70.7%+20.6pp |
| Annual return | 11.41% | 15.71%-4.3pp | 109.03%-97.6pp | 28.51%-17.1pp |
| Employer contribution / active EE | $249 | $2,460-89.9% | $2,737-90.9% | $2,270-89.0% |
| Participant deferral / active EE | $2,624 | $3,375-22.2% | $3,709-29.2% | $3,740-29.8% |
| Admin fee / account holder | $7 | $214-96.9% | $3,845-99.8% | $513-98.7% |