Filed March 15, 2018
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $5,489 |
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 | $27,787 | $52,293-46.9% | $178,490-84.4% | $73,409-62.1% |
| Participation rate | 84.2% | 65.3%+18.8pp | 81.9%+2.2pp | 72.2%+12.0pp |
| Annual return | 9.43% | 34.75%-25.3pp | 151.07%-141.6pp | 59.29%-49.9pp |
| Employer contribution / active EE | $1,197 | $1,735-31.0% | $5,011-76.1% | $2,234-46.4% |
| Participant deferral / active EE | $1,451 | $2,332-37.8% | $5,202-72.1% | $3,805-61.9% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |