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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.
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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, LLC5+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $19,784 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,609 |
Employer 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 | $38,800 | $69,159-43.9% | $125,175-69.0% | $67,579-42.6% |
| Participation rate | 70.1% | 78.2%-8.1pp | 79.8%-9.7pp | 71.3%-1.2pp |
| Annual return | 20.08% | 27.12%-7.0pp | 43.79%-23.7pp | 378.56%-358.5pp |
| Employer contribution / active EE | $560 | $2,023-72.3% | $3,865-85.5% | $2,148-73.9% |
| Participant deferral / active EE | $3,290 | $3,700-11.1% | $4,937-33.3% | $3,539-7.0% |
| Admin fee / account holder | $124 | $142-12.3% | $9,702-98.7% | $142-12.6% |