Filed April 13, 2023 (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 | Recordkeeping and information managem... | $4,406 |
Participant contribution per participant 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.
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 | $14,679 | $52,293-71.9% | $178,490-91.8% | $73,409-80.0% |
| Participation rate | 80.8% | 65.3%+15.5pp | 81.9%-1.1pp | 72.2%+8.7pp |
| Annual return | 12.33% | 34.75%-22.4pp | 151.07%-138.7pp | 59.29%-47.0pp |
| Employer contribution / active EE | $999 | $1,735-42.4% | $5,011-80.1% | $2,234-55.3% |
| Participant deferral / active EE | $525 | $2,332-77.5% | $5,202-89.9% | $3,805-86.2% |
| Admin fee / account holder | $10 | $127-91.9% | $13,984-99.9% | $158-93.5% |