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 |
|---|---|---|
Filed as: P&A RETIREMENT PLAN SERVICES, INC. Service code 13 · EIN 16-1533601 | Contract Administrator | $12,294 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,475 | $66,124-64.5% | $90,404-74.0% | $73,488-68.1% |
| Participation rate | 94.4% | 69.7%+24.7pp | 72.7%+21.7pp | 70.7%+23.7pp |
| Annual return | 16.88% | 17.65%-0.8pp | 1293.02%-1276.1pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,175 | $2,346-49.9% | $3,262-64.0% | $2,270-48.2% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $89 | $396-77.5% | $5,611-98.4% | $513-82.6% |