See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD. NE SUITE 100 · ALBUQUERQUE, NM 87110 | Contract Administrator | $1,623 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-2333346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $488 |
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).
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 | $36,294 | $50,637-28.3% | $86,590-58.1% | $62,292-41.7% |
| Participation rate | 43.6% | 67.9%-24.3pp | 73.5%-30.0pp | 69.5%-26.0pp |
| Annual return | 13.70% | 20.80%-7.1pp | 964.84%-951.1pp | 28.90%-15.2pp |
| Employer contribution / active EE | $734 | $2,075-64.6% | $2,839-74.2% | $2,042-64.1% |
| Participant deferral / active EE | $1,343 | $2,611-48.6% | $3,609-62.8% | $3,169-57.6% |
| Admin fee / account holder | $44 | $413-89.4% | $4,906-99.1% | $479-90.8% |