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... | $3,253 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,750 | $63,745-73.7% | $98,442-83.0% | $79,386-78.9% |
| Participation rate | 94.0% | 69.9%+24.1pp | 73.3%+20.6pp | 70.7%+23.3pp |
| Annual return | 11.83% | 625.80%-614.0pp | 1492.73%-1480.9pp | 116.85%-105.0pp |
| Employer contribution / active EE | $884 | $2,557-65.4% | $2,960-70.1% | $2,427-63.6% |
| Participant deferral / active EE | $1,205 | $3,303-63.5% | $4,276-71.8% | $4,046-70.2% |
| Admin fee / account holder | $25 | $516-95.2% | $5,949-99.6% | $626-96.1% |