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 AMERICA6+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $21,285 |
FLAGEL HUBER FLAGEL3 years Service code 10 · EIN 31-0796034 | Accounting | $10,500 |
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 | $142,987 | $78,422+82.3% | $95,952+49.0% | $79,858+79.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.48% | 19.37%-3.9pp | 91.61%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,861 | $1,945+98.5% | $2,541+52.0% | $2,471+56.3% |
| Participant deferral / active EE | $6,484 | $3,440+88.5% | $4,167+55.6% | $3,740+73.4% |
| Admin fee / account holder | $167 | $5,622-97.0% | $6,795-97.5% | $5,306-96.9% |