Filed April 4, 2016
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 AMERICA4+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $24,591 |
FLAGEL HUBER FLAGEL1 year Service code 10 · EIN 31-0796034 | Accounting | $9,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,474 | $62,586+52.5% | $76,768+24.4% | $64,186+48.7% |
| Participation rate | 90.9% | 72.8%+18.1pp | 77.0%+13.9pp | 69.6%+21.3pp |
| Annual return | -4.41% | -1.95%-2.5pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,045 | $1,832+66.2% | $2,485+22.5% | $2,381+27.9% |
| Participant deferral / active EE | $4,692 | $3,145+49.2% | $3,852+21.8% | $3,470+35.2% |
| Admin fee / account holder | $156 | $4,667-96.6% | $6,675-97.7% | $4,888-96.8% |