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 15 · EIN 01-0233346 | Recordkeeping | $20,075 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $6,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,865 | $62,928-87.5% | $172,739-95.4% | $67,579-88.4% |
| Participation rate | 22.5% | 64.5%-42.0pp | 82.6%-60.2pp | 71.3%-48.8pp |
| Annual return | 24.16% | 30.36%-6.2pp | 802.84%-778.7pp | 378.56%-354.4pp |
| Employer contribution / active EE | $442 | $1,636-73.0% | $5,143-91.4% | $2,148-79.4% |
| Participant deferral / active EE | $789 | $2,145-63.2% | $5,198-84.8% | $3,539-77.7% |
| Admin fee / account holder | $111 | $167-33.3% | $13,954-99.2% | $142-21.9% |