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 12 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Other services; Participant communica... | $19,487 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $386 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,145 | $76,670-38.5% | $96,683-51.2% | $71,457-34.0% |
| Participation rate | 48.4% | 66.6%-18.2pp | 74.3%-25.9pp | 67.9%-19.5pp |
| Annual return | 16.55% | 48.29%-31.7pp | 35.69%-19.1pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,551 | $3,031-48.8% | $3,737-58.5% | $2,588-40.1% |
| Participant deferral / active EE | $2,263 | $3,771-40.0% | $4,878-53.6% | $4,289-47.2% |
| Admin fee / account holder | $407 | $2,028-79.9% | $6,730-94.0% | $1,587-74.4% |