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... | $7,130 |
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 | $18,703 | $52,670-64.5% | $90,404-79.3% | $73,409-74.5% |
| Participation rate | 92.6% | 67.7%+24.9pp | 72.7%+19.9pp | 72.2%+20.4pp |
| Annual return | 18.26% | 20.70%-2.4pp | 1293.02%-1274.8pp | 59.29%-41.0pp |
| Employer contribution / active EE | $1,350 | $1,872-27.9% | $3,262-58.6% | $2,234-39.5% |
| Participant deferral / active EE | $1,658 | $2,807-40.9% | $3,963-58.2% | $3,805-56.4% |
| Admin fee / account holder | $128 | $117+9.6% | $5,611-97.7% | $158-19.0% |