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 3-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 |
|---|---|---|
Filed as: P&A RETIREMENT PLAN SERVICES Service code 13 · EIN 16-1533601 | Contract Administrator | $16,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,103 | $41,078+39.0% | $80,569-29.1% | $71,457-20.1% |
| Participation rate | 18.0% | 50.2%-32.2pp | 67.0%-49.0pp | 67.9%-49.9pp |
| Annual return | 19.79% | 38.45%-18.7pp | 935.43%-915.6pp | 28.85%-9.1pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,503 | $2,699-7.3% | $4,447-43.7% | $4,289-41.6% |
| Admin fee / account holder | $233 | $1,840-87.3% | $5,377-95.7% | $1,587-85.3% |