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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $31,383 |
PASI, LLC4 years Service code 13 10 TALCOTT NOTCH ROAD SUITE 200 · FARMINGTON, CT 06032 | Contract Administrator | $3,695 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,763 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,889 | $79,171+0.9% | $102,423-22.0% | $74,495+7.2% |
| Participation rate | 94.8% | 74.8%+20.0pp | 76.5%+18.3pp | 67.2%+27.6pp |
| Annual return | 17.75% | 54.93%-37.2pp | 29.32%-11.6pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $3,814 | $2,362+61.5% | $3,023+26.2% | $2,623+45.4% |
| Participant deferral / active EE | $5,015 | $4,415+13.6% | $5,053-0.8% | $4,346+15.4% |
| Admin fee / account holder | $193 | $2,001-90.3% | $9,451-98.0% | $1,942-90.0% |