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 LLC5+ years Filed as: PARK AVENUE SECURITIES Service code 55 · EIN 21-3723568 | Other Commissions | $39,853 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,256 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,228 | $88,122-37.3% | $141,162-60.9% | $67,579-18.3% |
| Participation rate | 80.7% | 76.5%+4.3pp | 82.5%-1.7pp | 71.3%+9.5pp |
| Annual return | 25.45% | 75.40%-50.0pp | 71.39%-45.9pp | 378.56%-353.1pp |
| Employer contribution / active EE | $2,781 | $3,224-13.8% | $4,735-41.3% | $2,148+29.5% |
| Participant deferral / active EE | $6,709 | $5,958+12.6% | $6,7090% | $3,539+89.5% |
| Admin fee / account holder | $9 | $131-93.2% | $10,261-99.9% | $142-93.7% |