Filed December 21, 2022
Total covered: 2 employees
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 ASSURANCE LLP5+ years Filed as: THE PENSION STUDIO Service code 13 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Contract Administrator | $3,818 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,469 |
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 | $23,225 | $52,953-56.1% | $172,739-86.6% | $65,185-64.4% |
| Participation rate | 72.1% | 66.2%+5.9pp | 82.6%-10.5pp | 70.2%+1.9pp |
| Annual return | 22.07% | 30.12%-8.1pp | 802.84%-780.8pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,001 | $2,190-54.3% | $5,143-80.5% | $2,177-54.0% |
| Participant deferral / active EE | $1,913 | $2,471-22.6% | $5,198-63.2% | $3,514-45.6% |
| Admin fee / account holder | $4 | $472-99.3% | $13,954-100.0% | $847-99.6% |