See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $805 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION STUDIO, LLC Service code 15 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33401 | Recordkeeping | $670 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,897 | $73,102+1.1% | $123,544-40.2% | $56,287+31.3% |
| Participation rate | 77.5% | 74.3%+3.2pp | 82.3%-4.8pp | 69.9%+7.7pp |
| Annual return | -5.11% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $3,287 | $2,977+10.4% | $4,628-29.0% | $2,111+55.7% |
| Participant deferral / active EE | $6,056 | $5,423+11.7% | $6,426-5.7% | $3,350+80.8% |
| Admin fee / account holder | $394 | $554-28.8% | $9,284-95.8% | $521-24.4% |