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 |
|---|---|---|
PENSION CORPORATION OF AMERICA10+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $37,186 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $24,825 |
BARNES, IACCARINO & SHEPHERD LLP10+ years Filed as: BARNES DENNIG & CO., LTD Service code 10 · EIN 31-1119890 | Accounting | $11,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,181 | $78,485-36.1% | $106,213-52.8% | $74,495-32.6% |
| Participation rate | 81.3% | 72.8%+8.5pp | 75.3%+6.1pp | 67.2%+14.1pp |
| Annual return | 11.89% | 15.95%-4.1pp | 116.14%-104.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,707 | $2,523-32.3% | $3,171-46.2% | $2,623-34.9% |
| Participant deferral / active EE | $2,906 | $4,322-32.8% | $5,016-42.1% | $4,346-33.1% |
| Admin fee / account holder | $318 | $2,232-85.7% | $11,033-97.1% | $1,942-83.6% |