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 | Claims processing; Recordkeeping and ... | $3,281 |
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 | $40,935 | $185,342-77.9% | $111,297-63.2% | $86,799-52.8% |
| Participation rate | 91.0% | 81.0%+10.0pp | 77.3%+13.7pp | 72.3%+18.7pp |
| Annual return | 16.59% | 500.80%-484.2pp | 54.65%-38.1pp | 97.91%-81.3pp |
| Employer contribution / active EE | $1,066 | $2,246-52.5% | $2,731-61.0% | $2,405-55.7% |
| Participant deferral / active EE | $2,802 | $4,458-37.2% | $4,487-37.6% | $4,131-32.2% |
| Admin fee / account holder | $9 | $255-96.7% | $7,964-99.9% | $170-95.0% |