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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $132,951 |
PENSIONS PLUS, INC.1 year Filed as: UB PENSIONS Service code 13 · EIN 36-4517541 | Contract Administrator | $57,872 |
Service code 27 · EIN 13-4132289 | Advisory (Plan) | $25,986 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,005 | $57,016-68.4% | $84,966-78.8% | $80,856-77.7% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 6.21% | 21.66%-15.5pp | 66.38%-60.2pp | 35.59%-29.4pp |
| Employer contribution / active EE | $22,025 | $1,798+1125.3% | $2,727+707.7% | $2,755+699.5% |
| Participant deferral / active EE | $1,332 | $3,110-57.1% | $4,519-70.5% | $4,296-69.0% |
| Admin fee / account holder | $344 | $4,980-93.1% | $6,149-94.4% | $6,918-95.0% |