Filed February 11, 2025 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,266 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,000 |
PASI, LLC8 years Filed as: PASI LLC Service code 13 · EIN 26-1407927 | Contract Administrator | $12,248 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,899 | $122,239-55.9% | $184,200-70.7% | $74,546-27.7% |
| Participation rate | 87.4% | 85.5%+1.9pp | 86.8%+0.6pp | 67.2%+20.2pp |
| Annual return | 13.10% | 19.95%-6.8pp | 28.80%-15.7pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $2,561 | $4,537-43.6% | $6,424-60.1% | $2,624-2.4% |
| Participant deferral / active EE | $4,151 | $7,139-41.8% | $9,132-54.5% | $4,347-4.5% |
| Admin fee / account holder | $350 | $1,260-72.2% | $13,907-97.5% | $1,944-82.0% |