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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $115,886 |
Service code 99 · EIN 83-1613266 | Other Fees | $77,860 |
PENSION ASSURANCE LLP1 year Service code 99 5126 CLARETON DRIVE · AGOURA HILLS, CA 91301 | Other Fees | $17,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,557 | $131,799-36.6% | $200,582-58.3% | $85,563-2.3% |
| Participation rate | 97.9% | 87.9%+10.0pp | 86.9%+11.0pp | 66.0%+31.9pp |
| Annual return | 19.51% | 21.59%-2.1pp | 42.33%-22.8pp | 31.51%-12.0pp |
| Employer contribution / active EE | $4,801 | $4,532+5.9% | $6,419-25.2% | $2,654+80.9% |
| Participant deferral / active EE | $14,233 | $7,702+84.8% | $9,331+52.5% | $4,375+225.3% |
| Admin fee / account holder | $363 | $235+54.3% | $16,305-97.8% | $834-56.5% |