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... | $3,938 |
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 | $7,154 | $62,928-88.6% | $172,739-95.9% | $67,579-89.4% |
| Participation rate | 98.8% | 64.5%+34.3pp | 82.6%+16.1pp | 71.3%+27.5pp |
| Annual return | 18.82% | 30.36%-11.5pp | 802.84%-784.0pp | 378.56%-359.7pp |
| Employer contribution / active EE | $556 | $1,636-66.0% | $5,143-89.2% | $2,148-74.1% |
| Participant deferral / active EE | $788 | $2,145-63.3% | $5,198-84.8% | $3,539-77.7% |
| Admin fee / account holder | $6 | $167-96.2% | $13,954-100.0% | $142-95.6% |