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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.
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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 64 · EIN 84-0467907 | Recordkeeping Fees | $9,302 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $2,225 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,374 | $36,916-66.5% | $156,549-92.1% | $57,658-78.5% |
| Participation rate | 88.0% | 63.4%+24.5pp | 84.0%+3.9pp | 70.2%+17.7pp |
| Annual return | 9.66% | 12.38%-2.7pp | 32.23%-22.6pp | 5.13%+4.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,232 | $1,926-36.0% | $4,871-74.7% | $3,061-59.8% |
| Admin fee / account holder | $28 | $82-66.3% | $13,027-99.8% | $95-70.6% |