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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.
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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 ... | $2,004 |
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 | $16,987 | $58,879-71.1% | $178,490-90.5% | $73,488-76.9% |
| Participation rate | 93.1% | 66.2%+26.9pp | 81.9%+11.2pp | 70.7%+22.4pp |
| Annual return | 1.17% | 24.86%-23.7pp | 151.07%-149.9pp | 28.51%-27.3pp |
| Employer contribution / active EE | $992 | $2,236-55.6% | $5,011-80.2% | $2,270-56.3% |
| Participant deferral / active EE | $2,617 | $2,567+1.9% | $5,202-49.7% | $3,740-30.0% |
| Admin fee / account holder | $8 | $400-97.9% | $13,984-99.9% | $513-98.4% |