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... | $757 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,165 | $99,957+17.2% | $149,696-21.7% | $73,488+59.4% |
| Participation rate | 92.6% | 75.7%+16.9pp | 82.5%+10.1pp | 70.7%+21.9pp |
| Annual return | 13.23% | 53.87%-40.6pp | 276.60%-263.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $2,602 | $3,191-18.5% | $4,644-44.0% | $2,270+14.6% |
| Participant deferral / active EE | $4,970 | $6,073-18.2% | $6,842-27.4% | $3,740+32.9% |
| Admin fee / account holder | $3 | $551-99.5% | $9,309-100.0% | $513-99.4% |