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 | Sub-transfer agency fees; Direct paym... | $38,582 |
PENSION ASSURANCE LLP1 year Filed as: PENSION CONSUTANTS INC. Service code 50 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Direct Payment | $33,669 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,574 | $56,443-47.6% | $83,848-64.7% | $55,725-46.9% |
| Participation rate | 82.3% | 72.0%+10.3pp | 76.1%+6.2pp | 70.9%+11.5pp |
| Annual return | -6.69% | 393.67%-400.4pp | 850.88%-857.6pp | 244.93%-251.6pp |
| Employer contribution / active EE | $964 | $2,682-64.1% | $3,631-73.5% | $2,078-53.6% |
| Participant deferral / active EE | $2,588 | $2,965-12.7% | $4,082-36.6% | $3,356-22.9% |
| Admin fee / account holder | $157 | $156+0.3% | $5,478-97.1% | $115+36.1% |