See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ATLANTIC PENSION SERVICES INC Service code 13 | Contract Administrator | $7,500 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $6,097 |
ATLANTIC PENSION SERVICES, INC.3+ years Service code 13 · EIN 23-2942715 511 SCHOOLHOUSE ROAD · KENNETT SQUARE, PA 19348 | Contract Administrator | $2,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,175 | $64,909-7.3% | $82,313-26.9% | $62,292-3.4% |
| Participation rate | 36.9% | 74.9%-38.0pp | 76.9%-40.0pp | 69.5%-32.6pp |
| Annual return | 14.07% | 21.18%-7.1pp | 25.88%-11.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $895 | $1,676-46.6% | $2,428-63.2% | $2,042-56.2% |
| Participant deferral / active EE | $1,804 | $3,103-41.9% | $3,706-51.3% | $3,169-43.1% |
| Admin fee / account holder | $284 | $440-35.5% | $5,608-94.9% | $479-40.8% |