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 10-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 |
|---|---|---|
PASI, LLC2 years Filed as: PASI Service code 13 · EIN 26-1407927 | Contract Administrator | $13,205 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $8,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,388 | $59,263-40.3% | $96,562-63.4% | $79,386-55.4% |
| Participation rate | 52.1% | 61.9%-9.8pp | 69.8%-17.7pp | 70.7%-18.6pp |
| Annual return | 12.57% | 27.07%-14.5pp | 37.78%-25.2pp | 116.85%-104.3pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,098 | $2,948-28.8% | $3,849-45.5% | $4,046-48.2% |
| Admin fee / account holder | $139 | $658-79.0% | $6,181-97.8% | $626-77.9% |