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 | Account maintenance fees; Claims proc... | $1,821 |
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 | $28,459 | $60,323-52.8% | $81,812-65.2% | $74,495-61.8% |
| Participation rate | 96.4% | 62.9%+33.5pp | 72.3%+24.1pp | 67.2%+29.2pp |
| Annual return | 14.82% | 16.90%-2.1pp | 773.79%-759.0pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,644 | $2,620-37.3% | $2,912-43.6% | $2,623-37.3% |
| Participant deferral / active EE | $1,811 | $3,387-46.5% | $4,319-58.1% | $4,346-58.3% |
| Admin fee / account holder | $7 | $1,486-99.5% | $7,386-99.9% | $1,942-99.6% |