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 4-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 LLC1+ years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-2615338 IMAGING SHARED SERVICES 1E · BETHLEHEM, PA 18017 | Advisory (Plan) | $35,855 |
NATIONWIDE1+ years Service code 15 · EIN 31-1432329 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,182 |
ATLANTIC PENSION SERVICES, INC.1+ years Filed as: ATLANTIC PENSION SERVICES Service code 15 · EIN 23-2942715 511 SCHOOLHOUSE ROAD · KENNETT SQUARE, PA 19348 | Recordkeeping | $7,782 |
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 | $33,047 | $77,660-57.4% | $109,143-69.7% | $79,386-58.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 12.61% | 23.44%-10.8pp | 25.75%-13.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $3,891 | $2,797+39.1% | $3,722+4.5% | $2,427+60.3% |
| Participant deferral / active EE | $2,637 | $3,518-25.0% | $4,653-43.3% | $4,046-34.8% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |