Filed December 9, 2014
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 9-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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS INC. Service code 16 · EIN 43-1685158 | Consulting | $33,922 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,120 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,401 | $79,519-66.8% | $95,952-72.5% | $73,409-64.0% |
| Participation rate | 78.5% | 81.2%-2.7pp | 77.1%+1.4pp | 72.2%+6.3pp |
| Annual return | 12.03% | 19.20%-7.2pp | 91.61%-79.6pp | 59.29%-47.3pp |
| Employer contribution / active EE | $1,412 | $2,048-31.0% | $2,541-44.4% | $2,234-36.8% |
| Participant deferral / active EE | $2,323 | $4,138-43.9% | $4,167-44.2% | $3,805-38.9% |
| Admin fee / account holder | $148 | $184-19.8% | $6,795-97.8% | $158-6.4% |