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| Provider | Service type | Compensation |
|---|---|---|
PLANNING CORP OF AMERICA1 year Filed as: PLANNING SOLUTIONS GROUP, LLC Service code 26 · EIN 45-0491716 8161 MAPLE LAWN BLVD - SUITE 400 · FULTON, MD 20759 | Advisory (Participants) | $9,516 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,325 | $37,196+102.5% | $154,108-51.1% | $55,725+35.2% |
| Participation rate | 98.9% | 64.1%+34.8pp | 83.0%+15.9pp | 70.9%+28.1pp |
| Annual return | 4945209.80% | 1319.68%+4943890.1pp | 735.21%+4944474.6pp | 244.93%+4944964.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,216 | $2,068+152.2% | $5,081+2.7% | $3,356+55.4% |
| Admin fee / account holder | $64 | $102-37.2% | $13,411-99.5% | $115-44.6% |