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... | $1,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,580 | $52,670-30.5% | $90,404-59.5% | $73,409-50.2% |
| Participation rate | 51.8% | 67.7%-15.9pp | 72.7%-20.9pp | 72.2%-20.4pp |
| Annual return | 13.34% | 20.70%-7.4pp | 1293.02%-1279.7pp | 59.29%-46.0pp |
| Employer contribution / active EE | $890 | $1,872-52.5% | $3,262-72.7% | $2,234-60.2% |
| Participant deferral / active EE | $1,503 | $2,807-46.4% | $3,963-62.1% | $3,805-60.5% |
| Admin fee / account holder | $5 | $117-95.8% | $5,611-99.9% | $158-96.9% |