See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NYLIFE SECURITIES INC Service code 55 51 MADISON AVE · NEW YORK, NY 10010 | Other Commissions | $35,213 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,475 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,003 | $155,795-77.5% | $136,294-74.3% | $69,631-49.7% |
| Participation rate | 84.2% | 75.2%+8.9pp | 81.9%+2.2pp | 70.7%+13.5pp |
| Annual return | 32.69% | 232464.33%-232431.6pp | 5155.94%-5123.2pp | 27571.02%-27538.3pp |
| Employer contribution / active EE | $1,422 | $2,991-52.5% | $4,695-69.7% | $2,032-30.0% |
| Participant deferral / active EE | $5,387 | $5,394-0.1% | $6,247-13.8% | $3,224+67.1% |
| Admin fee / account holder | $12 | $128-90.6% | $9,243-99.9% | $110-89.1% |