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 | $207,724 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $61,951 |
FLAGEL HUBER FLAGEL5 years Service code 10 · EIN 31-0796034 | Accounting | $12,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,873 | $72,254+147.6% | $86,677+106.4% | $64,808+176.0% |
| Participation rate | 79.5% | 80.4%-0.9pp | 76.6%+2.9pp | 71.5%+8.0pp |
| Annual return | -15.60% | 392.42%-408.0pp | 35.91%-51.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $4,498 | $2,393+88.0% | $2,836+58.6% | $2,506+79.5% |
| Participant deferral / active EE | $7,284 | $4,658+56.4% | $4,656+56.5% | $4,310+69.0% |
| Admin fee / account holder | $232 | $174+33.7% | $7,493-96.9% | $188+23.8% |