Filed May 2, 2023 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA10+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $8,881 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 28 · EIN 82-3967259 | Investment Management | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,111 | $122,239+166.8% | $184,203+77.0% | $74,495+337.8% |
| Participation rate | 98.6% | 85.5%+13.1pp | 86.8%+11.7pp | 67.2%+31.4pp |
| Annual return | 12.87% | 19.95%-7.1pp | 28.81%-15.9pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $5,114 | $4,537+12.7% | $6,427-20.4% | $2,623+95.0% |
| Participant deferral / active EE | $12,366 | $7,139+73.2% | $9,131+35.4% | $4,346+184.6% |
| Admin fee / account holder | $15 | $1,260-98.8% | $13,901-99.9% | $1,942-99.2% |