Filed March 13, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $3,882 |
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 | $28,340 | $56,485-49.8% | $185,823-84.7% | $86,799-67.3% |
| Participation rate | 95.6% | 65.5%+30.1pp | 81.7%+13.9pp | 72.3%+23.3pp |
| Annual return | 16.97% | 118.04%-101.1pp | 122.05%-105.1pp | 97.91%-80.9pp |
| Employer contribution / active EE | $419 | $1,843-77.3% | $5,167-91.9% | $2,405-82.6% |
| Participant deferral / active EE | $918 | $2,553-64.0% | $5,568-83.5% | $4,131-77.8% |
| Admin fee / account holder | $10 | $150-93.3% | $16,237-99.9% | $170-94.1% |