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... | $15,113 |
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 | $19,112 | $56,485-66.2% | $185,823-89.7% | $86,799-78.0% |
| Participation rate | 94.1% | 65.5%+28.6pp | 81.7%+12.4pp | 72.3%+21.8pp |
| Annual return | 31.04% | 118.04%-87.0pp | 122.05%-91.0pp | 97.91%-66.9pp |
| Employer contribution / active EE | $1,373 | $1,843-25.5% | $5,167-73.4% | $2,405-42.9% |
| Participant deferral / active EE | $2,293 | $2,553-10.2% | $5,568-58.8% | $4,131-44.5% |
| Admin fee / account holder | $66 | $150-56.0% | $16,237-99.6% | $170-61.2% |