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 | $8,499 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 13 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Contract Administrator | $800 |
PFS INVESTMENTS2+ years Filed as: GOFORTH PFS INVESTMENTS INC Service code 27 5101 E UNIVERSITY DR · DENTON, TX 762081417 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,311 | $44,425-88.0% | $67,834-92.2% | $55,167-90.4% |
| Participation rate | 81.7% | 59.7%+22.0pp | 68.8%+12.9pp | 69.0%+12.7pp |
| Annual return | 5.01% | 17.80%-12.8pp | 138.47%-133.5pp | 169.23%-164.2pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,695 | $2,166-21.7% | $3,160-46.4% | $3,054-44.5% |
| Admin fee / account holder | $0 | $530-100.0% | $4,622-100.0% | $504-100.0% |