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 7-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: NYLIFE SECURITIES, LLC Service code 55 6565 AMERICAS PKWY NE, SUITE 500 · ALBUQUERQUE, NM 871108124 | Other Commissions | $3,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,298 | $76,000-68.0% | $154,107-84.2% | $64,186-62.1% |
| Participation rate | 69.8% | 70.4%-0.6pp | 83.0%-13.3pp | 69.6%+0.2pp |
| Annual return | -5.40% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,927 | $3,175+23.7% | $5,081-22.7% | $3,470+13.2% |
| Admin fee / account holder | $11 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |