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 CORPORATION OF AMERICA4+ years Service code 10 · EIN 31-1360674 | Accounting | $48,363 |
RUDLER, PSC3+ years Filed as: RUDLER PSC Service code 10 · EIN 31-1048275 | Accounting | $7,000 |
PCA INVESTMENT ADVISORY SERVICES4+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $3,786 |
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 | $54,635 | $57,354-4.7% | $83,848-34.8% | $64,186-14.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.44% | 11.38%-14.8pp | 850.88%-854.3pp | 7.63%-11.1pp |
| Employer contribution / active EE | $7,154 | $2,545+181.1% | $3,631+97.0% | $2,381+200.5% |
| Participant deferral / active EE | $3,404 | $2,993+13.7% | $4,082-16.6% | $3,470-1.9% |
| Admin fee / account holder | $111 | $4,046-97.3% | $5,478-98.0% | $4,888-97.7% |