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 LLC4 years Filed as: PARK AVENUE SECURITIES Service code 55 | Other Commissions | $25,289 |
DUVALL & ASSOCIATES11+ years Service code 10 · EIN 31-1182600 400 SUGAR CAMP CIRCLE · DAYTON, OH 45409 | Accounting | $3,600 |
PARK AVENUE SECURITIES LLC11+ years Filed as: PARK AVENUE SECURITIES, LLC Service code 55 · EIN 13-4023176 7 HANOVER SQUARE H4D · NEW YORK, NY 10004 | Other Commissions | $0 |
Filed as: FIDELITY INVESTMENTS INST. OPERATIO Service code 37 · EIN 04-2647786 | Loan Processing | -$2,787 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,303 | $109,881-16.0% | $150,045-38.5% | $84,808+8.8% |
| Participation rate | 65.5% | 76.1%-10.6pp | 82.3%-16.9pp | 68.3%-2.9pp |
| Annual return | 19.97% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,246 | $3,561-36.9% | $4,693-52.1% | $2,631-14.6% |
| Participant deferral / active EE | $7,708 | $6,636+16.2% | $7,997-3.6% | $4,212+83.0% |
| Admin fee / account holder | $6 | $8,568-99.9% | $13,435-100.0% | $7,344-99.9% |