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; Participant loan p... | $413 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,574 | $91,190-85.1% | $178,490-92.4% | $79,858-83.0% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.2pp |
| Annual return | 2.19% | 24.19%-22.0pp | 151.07%-148.9pp | 31.71%-29.5pp |
| Employer contribution / active EE | $1,365 | $3,256-58.1% | $5,011-72.8% | $2,471-44.8% |
| Participant deferral / active EE | $2,395 | $3,236-26.0% | $5,202-54.0% | $3,740-36.0% |
| Admin fee / account holder | $8 | $6,751-99.9% | $13,984-99.9% | $5,306-99.9% |