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 |
|---|---|---|
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $38,296 |
PENSION CORPORATION OF AMERICA7+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $38,270 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,157 | $42,353+25.5% | $79,550-33.2% | $64,808-18.0% |
| Participation rate | 76.1% | 64.8%+11.3pp | 69.5%+6.6pp | 71.5%+4.6pp |
| Annual return | -14.87% | -12.24%-2.6pp | 0.16%-15.0pp | 32.82%-47.7pp |
| Employer contribution / active EE | $490 | $1,181-58.5% | $2,413-79.7% | $2,506-80.5% |
| Participant deferral / active EE | $2,526 | $3,170-20.3% | $3,985-36.6% | $4,310-41.4% |
| Admin fee / account holder | $234 | $160+46.7% | $6,832-96.6% | $188+24.7% |