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 |
|---|---|---|
PASI, LLC4 years Service code 13 10 TALCOTT NOTCH RD 2FL · FARMINGTON, CT 06032 | Contract Administrator | $12,028 |
CARON & BLETZER, PLLC3 years Filed as: CARON & BLETZER Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $10,100 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,382 | $77,899+72.5% | $149,673-10.2% | $75,163+78.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 5.71% | 31.72%-26.0pp | 134.42%-128.7pp | 160.62%-154.9pp |
| Employer contribution / active EE | $7,359 | $3,137+134.5% | $4,818+52.7% | $2,670+175.6% |
| Participant deferral / active EE | $7,278 | $3,411+113.4% | $5,680+28.1% | $4,125+76.4% |
| Admin fee / account holder | $175 | $5,956-97.1% | $13,210-98.7% | $5,651-96.9% |