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 | $260,637 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $59,022 |
FLAGEL HUBER FLAGEL3 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 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 | $217,221 | $79,519+173.2% | $95,952+126.4% | $73,409+195.9% |
| Participation rate | 88.1% | 81.2%+6.9pp | 77.1%+11.0pp | 72.2%+15.9pp |
| Annual return | 13.88% | 19.20%-5.3pp | 91.61%-77.7pp | 59.29%-45.4pp |
| Employer contribution / active EE | $4,337 | $2,048+111.8% | $2,541+70.7% | $2,234+94.2% |
| Participant deferral / active EE | $7,190 | $4,138+73.8% | $4,167+72.6% | $3,805+88.9% |
| Admin fee / account holder | $287 | $184+55.7% | $6,795-95.8% | $158+81.7% |