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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.
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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; Recordkeeping and ... | $1,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $16,466 | $46,219-64.4% | $89,391-81.6% | $90,288-81.8% |
| Participation rate | 5.1% | 44.9%-39.8pp | 68.0%-62.9pp | 73.4%-68.3pp |
| Annual return | 24.60% | 25.71%-1.1pp | 245.62%-221.0pp | 53.97%-29.4pp |
| Employer contribution / active EE | $53 | $953-94.4% | $2,586-97.9% | $2,524-97.9% |
| Participant deferral / active EE | $92 | $2,136-95.7% | $3,890-97.6% | $4,232-97.8% |
| Admin fee / account holder | $7 | $147-95.4% | $4,881-99.9% | $114-94.0% |