Filed April 9, 2020 (most recent of 4 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 | Participant loan processing; Account ... | $3,058 |
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 | $10,394 | $62,928-83.5% | $172,739-94.0% | $67,579-84.6% |
| Participation rate | 90.6% | 64.5%+26.1pp | 82.6%+7.9pp | 71.3%+19.3pp |
| Annual return | 22.27% | 30.36%-8.1pp | 802.84%-780.6pp | 378.56%-356.3pp |
| Employer contribution / active EE | $579 | $1,636-64.6% | $5,143-88.7% | $2,148-73.0% |
| Participant deferral / active EE | $1,167 | $2,145-45.6% | $5,198-77.6% | $3,539-67.0% |
| Admin fee / account holder | $4 | $167-97.4% | $13,954-100.0% | $142-96.9% |