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 5-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 | $47,741 |
Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $23,305 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,129 | $102,317-54.9% | $146,958-68.6% | $80,856-42.9% |
| Participation rate | 90.5% | 75.8%+14.6pp | 82.2%+8.3pp | 67.6%+22.8pp |
| Annual return | 8.72% | 134.76%-126.0pp | 418.34%-409.6pp | 35.59%-26.9pp |
| Employer contribution / active EE | $4,923 | $3,713+32.6% | $4,933-0.2% | $2,755+78.7% |
| Participant deferral / active EE | $13,986 | $6,644+110.5% | $8,070+73.3% | $4,296+225.6% |
| Admin fee / account holder | $393 | $7,941-95.0% | $12,998-97.0% | $6,918-94.3% |