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 AMERICA9+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $193,945 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $61,745 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,413 | $99,078+99.3% | $96,544+104.5% | $74,419+165.3% |
| Participation rate | 76.6% | 80.7%-4.1pp | 76.0%+0.6pp | 70.7%+5.9pp |
| Annual return | 17.24% | 22.48%-5.2pp | 25.84%-8.6pp | 34.38%-17.1pp |
| Employer contribution / active EE | $4,485 | $2,570+74.5% | $2,965+51.3% | $2,637+70.1% |
| Participant deferral / active EE | $7,196 | $4,933+45.9% | $4,851+48.3% | $4,528+58.9% |
| Admin fee / account holder | $203 | $225-9.9% | $8,252-97.5% | $348-41.8% |