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 10-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 |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $468 |
PENSION PLAN SPECIALISTS, PC2 years Service code 70 805 BROADWAY, STE 600 · VANCOUVER, WA 98660 | Consulting Fees | $200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,672 | $91,552+36.2% | $133,956-6.9% | $79,858+56.1% |
| Participation rate | 84.9% | 73.3%+11.6pp | 79.8%+5.1pp | 69.6%+15.3pp |
| Annual return | 17.05% | 61.85%-44.8pp | 45.09%-28.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,405 | $2,384+0.9% | $3,919-38.6% | $2,471-2.7% |
| Participant deferral / active EE | $3,955 | $3,733+5.9% | $5,048-21.6% | $3,740+5.8% |
| Admin fee / account holder | $399 | $6,321-93.7% | $8,927-95.5% | $5,306-92.5% |