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 LLP3 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Participant loan processing; Particip... | $19,176 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $651 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,270 | $80,724-37.7% | $103,333-51.4% | $74,495-32.5% |
| Participation rate | 62.7% | 65.7%-2.9pp | 74.5%-11.8pp | 67.2%-4.5pp |
| Annual return | 12.52% | 27.56%-15.0pp | 24.88%-12.4pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $3,260 | $3,157+3.3% | $3,868-15.7% | $2,623+24.3% |
| Participant deferral / active EE | $3,113 | $3,860-19.3% | $5,057-38.4% | $4,346-28.4% |
| Admin fee / account holder | $403 | $2,368-83.0% | $8,355-95.2% | $1,942-79.3% |