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 |
|---|---|---|
PENSION ASSURANCE LLP3 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Consulting (general); Participant loa... | $5,249 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,849 | $92,897-52.8% | $90,782-51.7% | $56,287-22.1% |
| Participation rate | 45.8% | 80.7%-34.9pp | 82.7%-36.9pp | 69.9%-24.1pp |
| Annual return | -2.10% | -2.59%+0.5pp | -3.42%+1.3pp | -9.96%+7.9pp |
| Employer contribution / active EE | $2,201 | $3,871-43.1% | $4,105-46.4% | $2,111+4.3% |
| Participant deferral / active EE | $3,715 | $5,551-33.1% | $5,366-30.8% | $3,350+10.9% |
| Admin fee / account holder | $279 | $440-36.6% | $5,908-95.3% | $521-46.4% |