Filed September 17, 2025
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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 |
|---|---|---|
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 22 · EIN 52-2206685 | Insurance Broker | $1,000 |
Filed as: NYLIFE SECURITIES Service code 55 | Other Commissions | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,051 | $50,464-34.5% | $75,781-56.4% | $52,331-36.8% |
| Participation rate | 78.2% | 66.8%+11.4pp | 75.8%+2.4pp | 68.1%+10.1pp |
| Annual return | -0.11% | 1.03%-1.1pp | 9.68%-9.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $2,904 | $1,988+46.0% | $3,323-12.6% | $1,882+54.3% |
| Participant deferral / active EE | $3,075 | $2,570+19.6% | $3,651-15.8% | $3,022+1.7% |
| Admin fee / account holder | $7 | $1,103-99.4% | $5,299-99.9% | $592-98.9% |