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 | Participant loan processing; Claims p... | $1,386 |
Annual investment return 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 | $74,640 | $89,652-16.7% | $141,162-47.1% | $65,185+14.5% |
| Participation rate | 96.1% | 74.7%+21.4pp | 82.5%+13.7pp | 70.2%+25.9pp |
| Annual return | 18.86% | 32.79%-13.9pp | 71.39%-52.5pp | 29.38%-10.5pp |
| Employer contribution / active EE | $2,159 | $3,065-29.6% | $4,735-54.4% | $2,177-0.8% |
| Participant deferral / active EE | $3,272 | $5,691-42.5% | $6,709-51.2% | $3,514-6.9% |
| Admin fee / account holder | $8 | $569-98.6% | $10,261-99.9% | $847-99.1% |