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 |
|---|---|---|
PCA INVESTMENT ADVISORY SERVICES2+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $41,050 |
Filed as: VON LEHMAN & COMPANY Service code 10 · EIN 31-0905417 | Accounting | $10,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $131,296 | $58,726+123.6% | $92,233+42.4% | $62,292+110.8% |
| Participation rate | 94.6% | 68.3%+26.3pp | 76.5%+18.2pp | 69.5%+25.1pp |
| Annual return | 19.99% | 43.62%-23.6pp | 176.28%-156.3pp | 28.90%-8.9pp |
| Employer contribution / active EE | $10,710 | $2,392+347.8% | $3,679+191.1% | $2,042+424.4% |
| Participant deferral / active EE | $2,667 | $2,766-3.6% | $3,897-31.6% | $3,169-15.8% |
| Admin fee / account holder | $315 | $556-43.4% | $5,194-93.9% | $479-34.3% |