Filed March 31, 2025 (most recent of 4 filings on file)
Total covered: 17 employees
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 |
|---|---|---|
PENSION CORPORATION OF AMERICA1+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $39,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,447 | $22,714+157.3% | $59,496-1.8% | $55,191+5.9% |
| Participation rate | 31.6% | 37.5%-5.9pp | 54.6%-23.0pp | 69.2%-37.6pp |
| Annual return | -1.73% | -44.01%+42.3pp | 182.05%-183.8pp | 10.78%-12.5pp |
| Employer contribution / active EE | $345 | $418-17.4% | $1,153-70.1% | $1,899-81.8% |
| Participant deferral / active EE | $845 | $843+0.2% | $1,829-53.8% | $3,046-72.3% |
| Admin fee / account holder | $38 | $83-53.8% | $2,232-98.3% | $91-57.6% |