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 9-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 AMERICA4+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $79,848 |
CLARK, SCHAEFER, HACKETT & CO.4+ years Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $11,450 |
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 | $49,214 | $40,174+22.5% | $84,015-41.4% | $67,579-27.2% |
| Participation rate | 83.7% | 62.7%+21.0pp | 69.0%+14.7pp | 71.3%+12.4pp |
| Annual return | 23.26% | 25.82%-2.6pp | 71.31%-48.1pp | 378.56%-355.3pp |
| Employer contribution / active EE | $385 | $808-52.3% | $1,983-80.6% | $2,148-82.1% |
| Participant deferral / active EE | $2,199 | $2,301-4.4% | $3,239-32.1% | $3,539-37.9% |
| Admin fee / account holder | $83 | $128-35.5% | $6,101-98.6% | $142-41.9% |