Filed March 15, 2018
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 | Claims processing; Recordkeeping and ... | $11,634 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,812 | $56,485-40.1% | $185,823-81.8% | $86,799-61.0% |
| Participation rate | 80.2% | 65.5%+14.7pp | 81.7%-1.5pp | 72.3%+7.9pp |
| Annual return | 12.77% | 118.04%-105.3pp | 122.05%-109.3pp | 97.91%-85.1pp |
| Employer contribution / active EE | $1,412 | $1,843-23.4% | $5,167-72.7% | $2,405-41.3% |
| Participant deferral / active EE | $1,827 | $2,553-28.4% | $5,568-67.2% | $4,131-55.8% |
| Admin fee / account holder | $0 | $150-100.0% | $16,237-100.0% | $170-100.0% |