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 |
|---|---|---|
Filed as: PENSION ADMINISTRATORS GROUP, INC Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $7,535 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $905 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,877 | $47,898-89.8% | $117,472-95.8% | $64,808-92.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 70.6%+29.4pp | 71.5%+28.5pp |
| Annual return | -12.10% | -15.54%+3.4pp | 29.74%-41.8pp | 32.82%-44.9pp |
| Employer contribution / active EE | $235 | $1,774-86.8% | $4,176-94.4% | $2,506-90.6% |
| Participant deferral / active EE | $1,256 | $3,151-60.1% | $4,070-69.1% | $4,310-70.9% |
| Admin fee / account holder | $0 | $132-99.9% | $5,645-100.0% | $188-99.9% |