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 AMERICA9+ years Service code 10 · EIN 31-1360674 | Accounting | $36,564 |
PCA INVESTMENT ADVISORY SERVICES9+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $32,564 |
RUDLER, PSC8+ 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 | $74,144 | $76,670-3.3% | $96,683-23.3% | $71,457+3.8% |
| Participation rate | 94.3% | 66.6%+27.7pp | 74.3%+19.9pp | 67.9%+26.3pp |
| Annual return | 14.33% | 48.29%-34.0pp | 35.69%-21.4pp | 28.85%-14.5pp |
| Employer contribution / active EE | $8,512 | $3,031+180.8% | $3,737+127.8% | $2,588+229.0% |
| Participant deferral / active EE | $2,992 | $3,771-20.7% | $4,878-38.7% | $4,289-30.2% |
| Admin fee / account holder | $365 | $2,028-82.0% | $6,730-94.6% | $1,587-77.0% |