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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $35,579 |
Service code 10 · EIN 20-8903071 | Accounting | $25,074 |
Filed as: PARK AVENUE SECURITIES Service code 10 7 HANOVER SQUARE · NEW YORK, NY 10004 | Accounting | $12,951 |
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 | $44,136 | $88,515-50.1% | $162,163-72.8% | $67,579-34.7% |
| Participation rate | 86.5% | 86.8%-0.3pp | 87.6%-1.0pp | 71.3%+15.2pp |
| Annual return | 23.70% | 27.04%-3.3pp | 115.59%-91.9pp | 378.56%-354.9pp |
| Employer contribution / active EE | $1,744 | $3,563-51.1% | $5,614-68.9% | $2,148-18.8% |
| Participant deferral / active EE | $7,140 | $5,724+24.7% | $7,298-2.2% | $3,539+101.7% |
| Admin fee / account holder | $245 | $124+98.4% | $10,843-97.7% | $142+72.4% |