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: PATTISON PENSION SPECIALISTS Service code 17 · EIN 85-0437924 3150 CARLISLE BLVD. NE · ALBUQUERQUE, NM 87110 | Pension Consulting | $9,376 |
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 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 | $45,331 | $54,541-16.9% | $78,778-42.5% | $70,131-35.4% |
| Participation rate | 42.3% | 60.8%-18.5pp | 69.2%-26.9pp | 69.5%-27.3pp |
| Annual return | 18.72% | 21.07%-2.4pp | 35.62%-16.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $834 | $1,089-23.4% | $1,986-58.0% | $2,342-64.4% |
| Participant deferral / active EE | $1,810 | $2,210-18.1% | $2,958-38.8% | $3,332-45.7% |
| Admin fee / account holder | $125 | $3,709-96.6% | $5,134-97.6% | $4,645-97.3% |