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 9-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 LLP2 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE, SUITE 100 · ALBUQUERQUE, NM 87110 | Other fees; Participant loan processi... | $26,469 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,437 | $69,362-63.3% | $101,248-74.9% | $73,488-65.4% |
| Participation rate | 88.9% | 68.4%+20.5pp | 75.8%+13.1pp | 70.7%+18.2pp |
| Annual return | 10.37% | 18.46%-8.1pp | 46.47%-36.1pp | 28.51%-18.1pp |
| Employer contribution / active EE | $5,437 | $2,628+106.9% | $3,660+48.6% | $2,270+139.5% |
| Participant deferral / active EE | $8,637 | $3,300+161.8% | $4,370+97.6% | $3,740+131.0% |
| Admin fee / account holder | $247 | $704-64.9% | $5,945-95.8% | $513-51.9% |