Filed March 27, 2025
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... | $4,164 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,069 | $47,126-34.1% | $149,673-79.2% | $74,419-58.3% |
| Participation rate | 85.2% | 63.4%+21.8pp | 78.8%+6.4pp | 70.7%+14.4pp |
| Annual return | 19.58% | 22.75%-3.2pp | 134.42%-114.8pp | 34.38%-14.8pp |
| Employer contribution / active EE | $1,400 | $1,905-26.5% | $4,818-70.9% | $2,637-46.9% |
| Participant deferral / active EE | $4,864 | $2,728+78.3% | $5,680-14.4% | $4,528+7.4% |
| Admin fee / account holder | $8 | $343-97.8% | $13,210-99.9% | $348-97.8% |