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 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 |
|---|---|---|
PARK AVENUE SECURITIES LLC5+ years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $47,054 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,539 |
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 | $72,987 | $88,515-17.5% | $162,163-55.0% | $67,579+8.0% |
| Participation rate | 95.8% | 86.8%+9.0pp | 87.6%+8.3pp | 71.3%+24.6pp |
| Annual return | 34.26% | 27.04%+7.2pp | 115.59%-81.3pp | 378.56%-344.3pp |
| Employer contribution / active EE | $4,650 | $3,563+30.5% | $5,614-17.2% | $2,148+116.5% |
| Participant deferral / active EE | $7,766 | $5,724+35.7% | $7,298+6.4% | $3,539+119.4% |
| Admin fee / account holder | -$6 | $124-105.0% | $10,843-100.1% | $142-104.4% |