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... | $1,765 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $30,999 | $37,426-17.2% | $77,482-60.0% | $79,858-61.2% |
| Participation rate | 95.4% | 41.5%+53.9pp | 54.2%+41.2pp | 69.6%+25.8pp |
| Annual return | 12.37% | 39.70%-27.3pp | 54.79%-42.4pp | 31.71%-19.3pp |
| Employer contribution / active EE | $794 | $637+24.8% | $986-19.5% | $2,471-67.9% |
| Participant deferral / active EE | $2,033 | $1,260+61.3% | $1,861+9.2% | $3,740-45.7% |
| Admin fee / account holder | $410 | $2,504-83.6% | $2,858-85.7% | $5,306-92.3% |