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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 ASSURANCE LLP8+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 14 7885 KINGS POINTE ROAD · TOLEDO, OH 43617 | Plan Administrator | $5,005 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,437 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA CLARA, CA 90401 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,920 | $86,897-47.2% | $151,611-69.7% | $64,808-29.1% |
| Participation rate | 94.3% | 87.3%+7.0pp | 87.5%+6.8pp | 71.5%+22.8pp |
| Annual return | -15.28% | -3.57%-11.7pp | 3.33%-18.6pp | 32.82%-48.1pp |
| Employer contribution / active EE | $702 | $4,010-82.5% | $6,166-88.6% | $2,506-72.0% |
| Participant deferral / active EE | $3,833 | $6,690-42.7% | $8,363-54.2% | $4,310-11.1% |
| Admin fee / account holder | $33 | $153-78.6% | $11,616-99.7% | $188-82.6% |