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 | Recordkeeping and information managem... | $6,803 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,271 | $100,801-72.9% | $149,696-81.8% | $73,409-62.9% |
| Participation rate | 70.3% | 77.7%-7.4pp | 82.5%-12.2pp | 72.2%-1.9pp |
| Annual return | 7.23% | 265.34%-258.1pp | 276.60%-269.4pp | 59.29%-52.1pp |
| Employer contribution / active EE | $1,465 | $3,312-55.8% | $4,644-68.4% | $2,234-34.4% |
| Participant deferral / active EE | $3,183 | $6,404-50.3% | $6,842-53.5% | $3,805-16.4% |
| Admin fee / account holder | $9 | $181-95.1% | $9,309-99.9% | $158-94.4% |