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 |
|---|---|---|
NYHART2 years Service code 11 · EIN 35-0966414 | Actuarial | $146,088 |
AETNA LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $131,754 |
CLEAR INVESTMENT RESEARCH, LLC4+ years Service code 27 · EIN 46-3868027 | Advisory (Plan) | $96,899 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $21,578,776-100.0% | $261,924-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 0.0%0pp |
| Annual return | -4.81% | 33.37%-38.2pp | -2.99%-1.8pp | 33.37%-38.2pp |
| Employer contribution / active EE | $2,555 | $11,253-77.3% | $41,623-93.9% | $11,253-77.3% |
| Participant deferral / active EE | $0 | $819-100.0% | $35-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $38,841-100.0% | $99,113-100.0% |