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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3+ years Filed as: PENSION INVESTOR CORP Service code 10 · EIN 59-1558855 3939 HOLLYWOOD BLVD., SUITE 1A · HOLLYWOOD, FL 33021 | Accounting | $9,720 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $634 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,709 | $46,297+11.7% | $71,671-27.9% | $62,292-17.0% |
| Participation rate | 69.3% | 60.6%+8.7pp | 68.7%+0.6pp | 69.5%-0.2pp |
| Annual return | 16.78% | 22.32%-5.5pp | 20.65%-3.9pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,594 | $1,412+12.9% | $2,460-35.2% | $2,042-21.9% |
| Participant deferral / active EE | $3,752 | $2,235+67.9% | $3,438+9.1% | $3,169+18.4% |
| Admin fee / account holder | $266 | $461-42.2% | $5,558-95.2% | $479-44.5% |