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... | $340 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,449 | $54,350-66.1% | $82,719-77.7% | $68,494-73.1% |
| Participation rate | 91.8% | 63.9%+27.9pp | 72.6%+19.2pp | 67.9%+23.9pp |
| Annual return | -15.76% | -13.67%-2.1pp | 701.18%-716.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $931 | $2,218-58.0% | $3,009-69.0% | $2,596-64.1% |
| Participant deferral / active EE | $2,847 | $3,246-12.3% | $4,395-35.2% | $4,027-29.3% |
| Admin fee / account holder | $2 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |