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 THOMAS2 years Service code 27 · EIN 05-4442417 | Advisory (Plan) | $53,959 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,347 |
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 | $255,791 | $130,194+96.5% | $169,993+50.5% | $71,457+258.0% |
| Participation rate | 80.3% | 86.1%-5.8pp | 87.0%-6.7pp | 67.9%+12.4pp |
| Annual return | 18.83% | 20.37%-1.5pp | 53.37%-34.5pp | 28.85%-10.0pp |
| Employer contribution / active EE | $20,168 | $4,381+360.3% | $6,785+197.2% | $2,588+679.4% |
| Participant deferral / active EE | $8,058 | $6,923+16.4% | $10,408-22.6% | $4,289+87.9% |
| Admin fee / account holder | $591 | $966-38.8% | $12,815-95.4% | $1,587-62.8% |