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 |
|---|---|---|
Filed as: PREFERRED PENSION CONCEPTS INC. Service code 17 · EIN 13-3384874 | Pension Consulting | $3,940 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,854 |
Filed as: FIDELITY INVESTMENTS INTL OPERATION Service code 37 · EIN 04-2647786 | Loan Processing | $1,333 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
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 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 | $73,066 | $158,817-54.0% | $121,196-39.7% | $135,375-46.0% |
| Participation rate | 77.8% | 79.3%-1.5pp | 71.7%+6.0pp | 82.6%-4.9pp |
| Annual return | -5.08% | -0.64%-4.4pp | 16.93%-22.0pp | 519.73%-524.8pp |
| Employer contribution / active EE | $4,656 | $5,665-17.8% | $4,022+15.8% | $4,779-2.6% |
| Participant deferral / active EE | $10,363 | $4,005+158.7% | $3,344+209.8% | $5,609+84.8% |
| Admin fee / account holder | $39 | $6,512-99.4% | $5,019-99.2% | $10,827-99.6% |