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 ... | $1,118 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,155 | $299,959-91.3% | $185,823-85.9% | - |
| Participation rate | 94.9% | 61.2%+33.7pp | 81.7%+13.2pp | - |
| Annual return | 15.98% | 9.80%+6.2pp | 122.05%-106.1pp | - |
| Employer contribution / active EE | $717 | $1,731-58.6% | $5,167-86.1% | - |
| Participant deferral / active EE | $1,263 | $2,385-47.1% | $5,568-77.3% | - |
| Admin fee / account holder | $32 | $47,864-99.9% | $16,237-99.8% | - |