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 | Recordkeeping and information managem... | $648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $191,950 | $89,652+114.1% | $141,162+36.0% | $65,185+194.5% |
| Participation rate | 3.3% | 74.7%-71.5pp | 82.5%-79.2pp | 70.2%-66.9pp |
| Annual return | 21.17% | 32.79%-11.6pp | 71.39%-50.2pp | 29.38%-8.2pp |
| Employer contribution / active EE | $2,442 | $3,065-20.3% | $4,735-48.4% | $2,177+12.2% |
| Participant deferral / active EE | $4,609 | $5,691-19.0% | $6,709-31.3% | $3,514+31.2% |
| Admin fee / account holder | $5 | $569-99.2% | $10,261-100.0% | $847-99.5% |