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 13-3689044 | Recordkeeping | $43,930 |
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFITS UNLIMITED, INC Service code 15 · EIN 33-0499726 | Recordkeeping | $925 |
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 | $167,260 | $65,322+156.1% | $70,449+137.4% | $73,488+127.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 18.08% | 15.71%+2.4pp | 109.03%-90.9pp | 28.51%-10.4pp |
| Employer contribution / active EE | $7,684 | $2,460+212.4% | $2,737+180.8% | $2,270+238.5% |
| Participant deferral / active EE | $9,369 | $3,375+177.6% | $3,709+152.6% | $3,740+150.6% |
| Admin fee / account holder | $219 | $214+2.2% | $3,845-94.3% | $513-57.4% |