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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.
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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 |
|---|---|---|
Filed as: PENSION PLAN SPECIALISTS Service code 15 · EIN 26-1570786 | Recordkeeping | $12,917 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $962 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,171 | $58,726-75.9% | $92,233-84.6% | $62,292-77.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.63% | 43.62%-29.0pp | 176.28%-161.6pp | 28.90%-14.3pp |
| Employer contribution / active EE | $10,158 | $2,392+324.7% | $3,679+176.1% | $2,042+397.4% |
| Participant deferral / active EE | $1,159 | $2,766-58.1% | $3,897-70.3% | $3,169-63.4% |
| Admin fee / account holder | $51 | $556-90.8% | $5,194-99.0% | $479-89.3% |