Filed March 26, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PLANNING CORP OF AMERICA1 year Filed as: PLANNING SOLUTIONS GROUP Service code 27 · EIN 45-0491716 | Advisory (Plan) | $18,265 |
Service code 37 · EIN 04-2647786 | Loan Processing | $863 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,608 | $80,753-47.2% | $136,298-68.7% | $62,293-31.6% |
| Participation rate | 86.6% | 73.5%+13.1pp | 81.9%+4.7pp | 69.5%+17.1pp |
| Annual return | 17.33% | 35.83%-18.5pp | 5156.27%-5138.9pp | 28.90%-11.6pp |
| Employer contribution / active EE | $2,784 | $2,884-3.4% | $4,696-40.7% | $2,042+36.3% |
| Participant deferral / active EE | $8,465 | $5,164+63.9% | $6,247+35.5% | $3,169+167.1% |
| Admin fee / account holder | $120 | $525-77.2% | $9,244-98.7% | $479-75.1% |