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 | Claims processing; Recordkeeping and ... | $3,574 |
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 | $12,674 | $52,293-75.8% | $178,490-92.9% | $73,409-82.7% |
| Participation rate | 91.5% | 65.3%+26.1pp | 81.9%+9.6pp | 72.2%+19.3pp |
| Annual return | 14.42% | 34.75%-20.3pp | 151.07%-136.7pp | 59.29%-44.9pp |
| Employer contribution / active EE | $592 | $1,735-65.9% | $5,011-88.2% | $2,234-73.5% |
| Participant deferral / active EE | $1,327 | $2,332-43.1% | $5,202-74.5% | $3,805-65.1% |
| Admin fee / account holder | $5 | $127-95.8% | $13,984-100.0% | $158-96.7% |