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 |
|---|---|---|
Service code 12 · EIN 48-1205033 | Direct payment from the plan; Sub-tra... | $36,442 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS INC. Service code 27 300 S. CAMPBELL AVE. · SPRINGFIELD, MO 658062050 | Advisory (Plan) | $31,038 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,751 | $62,928-33.7% | $172,739-75.8% | $67,579-38.2% |
| Participation rate | 92.9% | 64.5%+28.4pp | 82.6%+10.2pp | 71.3%+21.6pp |
| Annual return | 23.24% | 30.36%-7.1pp | 802.84%-779.6pp | 378.56%-355.3pp |
| Employer contribution / active EE | $1,374 | $1,636-16.0% | $5,143-73.3% | $2,148-36.0% |
| Participant deferral / active EE | $2,142 | $2,145-0.1% | $5,198-58.8% | $3,539-39.5% |
| Admin fee / account holder | $190 | $167+14.1% | $13,954-98.6% | $142+33.6% |