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 ... | $1,418 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,001 | $65,409-86.2% | $98,442-90.9% | $85,850-89.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 25.00% | 21.76%+3.2pp | 1492.73%-1467.7pp | 318.53%-293.5pp |
| Employer contribution / active EE | $410 | $2,168-81.1% | $2,960-86.1% | $2,565-84.0% |
| Participant deferral / active EE | $1,028 | $3,166-67.5% | $4,276-76.0% | $3,952-74.0% |
| Admin fee / account holder | $12 | $4,593-99.7% | $5,949-99.8% | $6,260-99.8% |