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... | $308 |
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 | $46,928 | $51,620-9.1% | $90,281-48.0% | $65,185-28.0% |
| Participation rate | 96.4% | 68.6%+27.8pp | 73.3%+23.2pp | 70.2%+26.2pp |
| Annual return | 23.31% | 24.94%-1.6pp | 78.10%-54.8pp | 29.38%-6.1pp |
| Employer contribution / active EE | $1,057 | $2,235-52.7% | $2,854-63.0% | $2,177-51.5% |
| Participant deferral / active EE | $1,941 | $2,871-32.4% | $3,885-50.1% | $3,514-44.8% |
| Admin fee / account holder | $5 | $384-98.6% | $5,351-99.9% | $847-99.4% |