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; Participant loan p... | $380 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,470 | $51,620-75.8% | $90,281-86.2% | $65,185-80.9% |
| Participation rate | 94.9% | 68.6%+26.2pp | 73.3%+21.6pp | 70.2%+24.7pp |
| Annual return | 22.41% | 24.94%-2.5pp | 78.10%-55.7pp | 29.38%-7.0pp |
| Employer contribution / active EE | $655 | $2,235-70.7% | $2,854-77.1% | $2,177-69.9% |
| Participant deferral / active EE | $1,915 | $2,871-33.3% | $3,885-50.7% | $3,514-45.5% |
| Admin fee / account holder | $2 | $384-99.5% | $5,351-100.0% | $847-99.8% |