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: PENTEC PENSION MGMT Service code 13 · EIN 75-2776689 | Contract Administrator | $1,010,168 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $82,832 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $61,868 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,253 |
Filed as: PENTEC PENSION MGMT GROUP, INC. Service code 13 | Contract Administrator | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,293 | $78,275-15.3% | $109,143-39.3% | $86,799-23.6% |
| Participation rate | 90.5% | 73.8%+16.7pp | 75.9%+14.6pp | 72.3%+18.2pp |
| Annual return | 9.62% | 19.14%-9.5pp | 25.75%-16.1pp | 97.91%-88.3pp |
| Employer contribution / active EE | $1,422 | $3,105-54.2% | $3,722-61.8% | $2,405-40.9% |
| Participant deferral / active EE | $4,376 | $3,641+20.2% | $4,653-5.9% | $4,131+5.9% |
| Admin fee / account holder | $515 | $198+159.6% | $6,752-92.4% | $170+203.9% |