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 7-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 |
|---|---|---|
PASQUA THOMAS4 years Service code 27 · EIN 05-4442417 | Advisory (Plan) | $82,216 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,896 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,357 | $132,049+147.1% | $200,582+62.7% | $74,304+339.2% |
| Participation rate | 87.9% | 84.1%+3.8pp | 86.9%+1.0pp | 60.3%+27.5pp |
| Annual return | 17.48% | 22.22%-4.7pp | 42.33%-24.9pp | 29.43%-11.9pp |
| Employer contribution / active EE | $25,300 | $4,558+455.1% | $6,419+294.2% | $2,241+1028.9% |
| Participant deferral / active EE | $11,680 | $7,213+61.9% | $9,331+25.2% | $3,767+210.0% |
| Admin fee / account holder | $706 | $2,405-70.6% | $16,305-95.7% | $2,969-76.2% |