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 AMERICA10+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $245,261 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $63,722 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,255 | $88,890+143.3% | $102,423+111.1% | $77,643+178.5% |
| Participation rate | 82.1% | 80.9%+1.2pp | 76.5%+5.6pp | 70.6%+11.5pp |
| Annual return | 14.64% | 24.98%-10.3pp | 29.32%-14.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $5,062 | $2,698+87.6% | $3,023+67.4% | $2,726+85.7% |
| Participant deferral / active EE | $8,221 | $5,145+59.8% | $5,053+62.7% | $4,647+76.9% |
| Admin fee / account holder | $235 | $2350% | $9,451-97.5% | $430-45.3% |