Filed May 27, 1998 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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, LLC1 year Service code 15 · EIN 26-1407927 | Recordkeeping | $765 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,912 | $51,466-22.5% | $78,778-49.3% | $62,292-35.9% |
| Participation rate | 21.2% | 59.8%-38.6pp | 69.2%-48.0pp | 69.5%-48.3pp |
| Annual return | 19.57% | 19.96%-0.4pp | 35.62%-16.0pp | 28.90%-9.3pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $708 | $2,147-67.0% | $2,958-76.1% | $3,169-77.7% |
| Admin fee / account holder | $16 | $489-96.7% | $5,134-99.7% | $479-96.6% |