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 |
|---|---|---|
PASI, LLC2 years Service code 13 10 TALCOTT NOTCH RD 2FL · FARMINGTON, CT 06032 | Contract Administrator | $8,848 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,863 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $938 |
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 | $41,891 | $88,122-52.5% | $141,162-70.3% | $67,579-38.0% |
| Participation rate | 91.7% | 76.5%+15.3pp | 82.5%+9.3pp | 71.3%+20.4pp |
| Annual return | 33.65% | 75.40%-41.7pp | 71.39%-37.7pp | 378.56%-344.9pp |
| Employer contribution / active EE | $1,922 | $3,224-40.4% | $4,735-59.4% | $2,148-10.5% |
| Participant deferral / active EE | $5,310 | $5,958-10.9% | $6,709-20.9% | $3,539+50.0% |
| Admin fee / account holder | $19 | $131-85.2% | $10,261-99.8% | $142-86.4% |