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 |
|---|---|---|
PARK AVENUE SECURITIES LLC3+ years Filed as: PARK AVENUE SECURITIES Service code 55 · EIN 21-3723568 7 HANOVER SQ H4D · NEW YORK, NY 10004 | Other Commissions | $31,272 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,094 |
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 | $51,902 | $155,795-66.7% | $136,294-61.9% | $69,631-25.5% |
| Participation rate | 80.3% | 75.2%+5.0pp | 81.9%-1.6pp | 70.7%+9.6pp |
| Annual return | 20.14% | 232464.33%-232444.2pp | 5155.94%-5135.8pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $2,457 | $2,991-17.8% | $4,695-47.7% | $2,032+20.9% |
| Participant deferral / active EE | $5,808 | $5,394+7.7% | $6,247-7.0% | $3,224+80.2% |
| Admin fee / account holder | $23 | $128-82.1% | $9,243-99.8% | $110-79.2% |