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... | $4,774 |
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 | $45,126 | $56,485-20.1% | $185,823-75.7% | $86,799-48.0% |
| Participation rate | 98.3% | 65.5%+32.9pp | 81.7%+16.6pp | 72.3%+26.1pp |
| Annual return | 28.56% | 118.04%-89.5pp | 122.05%-93.5pp | 97.91%-69.3pp |
| Employer contribution / active EE | $3,321 | $1,843+80.2% | $5,167-35.7% | $2,405+38.1% |
| Participant deferral / active EE | $3,756 | $2,553+47.1% | $5,568-32.5% | $4,131-9.1% |
| Admin fee / account holder | $10 | $150-93.2% | $16,237-99.9% | $170-94.0% |