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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.
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 |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $59,989 |
PASI, LLC4 years Service code 15 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Recordkeeping | $23,000 |
Filed as: PATRIOT FINANCIAL Service code 27 · EIN 90-0138117 | Advisory (Plan) | $19,025 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,587 | $50,815-69.3% | $155,509-90.0% | $77,643-79.9% |
| Participation rate | 89.1% | 63.1%+26.0pp | 78.2%+10.9pp | 70.6%+18.5pp |
| Annual return | 14.26% | 34.80%-20.5pp | 64.67%-50.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,457 | $1,993+23.3% | $4,672-47.4% | $2,726-9.8% |
| Participant deferral / active EE | $517 | $2,822-81.7% | $5,626-90.8% | $4,647-88.9% |
| Admin fee / account holder | $137 | $437-68.6% | $15,912-99.1% | $430-68.1% |