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 |
|---|---|---|
PENSION CORPORATION OF AMERICA11+ years Service code 10 · EIN 31-1360674 | Accounting | $50,400 |
PCA INVESTMENT ADVISORY SERVICES11+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $43,756 |
RUDLER, PSC10+ years Filed as: RUDLER PSC Service code 10 · EIN 31-1048275 | Accounting | $9,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,435 | $86,944+6.3% | $107,525-14.0% | $74,304+24.4% |
| Participation rate | 91.2% | 59.6%+31.7pp | 75.1%+16.2pp | 60.3%+30.9pp |
| Annual return | 13.51% | 23.52%-10.0pp | 181.32%-167.8pp | 29.43%-15.9pp |
| Employer contribution / active EE | $9,572 | $2,757+247.2% | $3,754+155.0% | $2,241+327.1% |
| Participant deferral / active EE | $3,141 | $3,554-11.6% | $5,116-38.6% | $3,767-16.6% |
| Admin fee / account holder | $475 | $3,727-87.2% | $8,919-94.7% | $2,969-84.0% |