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 9-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 | Participant loan processing; Claims p... | $1,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,064 | $58,879-54.0% | $178,490-84.8% | $73,488-63.2% |
| Participation rate | 89.5% | 66.2%+23.3pp | 81.9%+7.5pp | 70.7%+18.8pp |
| Annual return | 3.24% | 24.86%-21.6pp | 151.07%-147.8pp | 28.51%-25.3pp |
| Employer contribution / active EE | $1,736 | $2,236-22.4% | $5,011-65.3% | $2,270-23.5% |
| Participant deferral / active EE | $2,928 | $2,567+14.0% | $5,202-43.7% | $3,740-21.7% |
| Admin fee / account holder | $597 | $400+49.1% | $13,984-95.7% | $513+16.3% |