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 MGT GROUP INC Service code 15 · EIN 75-2776689 | Recordkeeping | $9,016 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 13 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Contract Administrator | $500 |
PFS INVESTMENTS1+ years Filed as: GOFORTH PFS INVESTMENTS INC Service code 27 5101 E UNIVERSITY DR · DENTON, TX 762081417 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,562 | $46,745-90.2% | $60,547-92.5% | $52,331-91.3% |
| Participation rate | 84.5% | 58.6%+25.9pp | 68.0%+16.5pp | 68.1%+16.4pp |
| Annual return | -0.88% | 0.61%-1.5pp | 335.64%-336.5pp | 4.54%-5.4pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,611 | $2,145-24.9% | $3,328-51.6% | $3,022-46.7% |
| Admin fee / account holder | $45 | $537-91.6% | $4,536-99.0% | $592-92.4% |