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 8-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $91,257 |
PARK AVENUE SECURITIES LLC3 years Filed as: PARK AVENUE SECURITIES Service code 49 · EIN 13-4023176 | Other Services | $1,653 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,561 | $39,973-53.6% | $79,550-76.7% | $77,904-76.2% |
| Participation rate | 46.5% | 64.6%-18.1pp | 69.5%-22.9pp | 73.7%-27.1pp |
| Annual return | -10.65% | 3.42%-14.1pp | 0.16%-10.8pp | 12.21%-22.9pp |
| Employer contribution / active EE | $351 | $1,088-67.7% | $2,413-85.5% | $2,848-87.7% |
| Participant deferral / active EE | $1,921 | $2,774-30.8% | $3,985-51.8% | $4,806-60.0% |
| Admin fee / account holder | $93 | $113-17.4% | $6,832-98.6% | $133-29.7% |