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 AMERICA8+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $20,723 |
FLAGEL HUBER FLAGEL5 years Service code 10 · EIN 31-0796034 | Accounting | $11,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,849 | $71,883+97.3% | $86,677+63.7% | $68,494+107.1% |
| Participation rate | 93.6% | 72.2%+21.4pp | 76.6%+17.0pp | 67.9%+25.7pp |
| Annual return | -17.75% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,746 | $2,173+72.4% | $2,836+32.1% | $2,596+44.3% |
| Participant deferral / active EE | $6,895 | $3,779+82.5% | $4,656+48.1% | $4,027+71.2% |
| Admin fee / account holder | $211 | $6,112-96.5% | $7,493-97.2% | $5,403-96.1% |