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 13 · EIN 42-0127290 | Contract Administrator | $72,483 |
Filed as: NYLIFE SECURITIES LLC Service code 49 | Other Services | $21,696 |
ORENDA RETIREMENT, LLC5 years Filed as: ORENDA RETIREMENT LLC Service code 13 | Contract Administrator | $12,784 |
ORENDA RETIREMENT, LLC5 years Filed as: ORENDA RETIRMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $8,976 |
Filed as: NYLIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $0 |
4 funds of $250K or more; 18 lines in all, holding $4.7M of the plan's $4.9M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $3.8M | 80.9% |
| rate of interest, collateral, par or maturity value. Common/Collective Trust Principal G Principal · Collective trust Recordkeeper's own fund | $739K | 15.7% |
| Prin Fixed Inc Guar Option Principal · Insurance contract Recordkeeper's own fund | $27K | 0.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $21K | 0.4% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $18K | 0.4% |
| DFA Infl Protected Sec I Fund Dimensional · Mutual fund | $15K | 0.3% |
| American Amer Fund Cap Wld Bnd R6 Fund Capital Group · Mutual fund | $15K | 0.3% |
| DFA Inter Gov Fixed Inc I Fd Dimensional · Mutual fund | $12K | 0.3% |
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $11K | 0.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $10K | 0.2% |
See the other 8 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,572 | $50,815-53.6% | $155,509-84.8% | $77,643-69.6% |
| Participation rate | 26.5% | 63.1%-36.6pp | 78.2%-51.7pp | 70.6%-44.1pp |
| Annual return | 9.23% | 34.80%-25.6pp | 64.67%-55.4pp | 31.24%-22.0pp |
| Employer contribution / active EE | $108 | $1,993-94.6% | $4,672-97.7% | $2,726-96.0% |
| Participant deferral / active EE | $484 | $2,822-82.9% | $5,626-91.4% | $4,647-89.6% |
| Admin fee / account holder | $392 | $437-10.3% | $15,912-97.5% | $430-9.0% |