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 |
|---|---|---|
THE PFE GROUP4+ years Service code 16 · EIN 71-1036677 | Consulting | $33,705 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,585 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $276,244 | $77,813+255.0% | $123,544+123.6% | $64,186+330.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.13% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,088 | $3,014+35.6% | $4,628-11.7% | $2,381+71.7% |
| Participant deferral / active EE | $13,637 | $5,240+160.3% | $6,426+112.2% | $3,470+293.0% |
| Admin fee / account holder | $419 | $5,519-92.4% | $9,284-95.5% | $4,888-91.4% |