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, LLC1+ years Filed as: PASI Service code 50 · EIN 26-1407927 231 FARMINGTON AVE · FARMINGTON, CT 06032 | Direct Payment | $3,570 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INSURANCE Service code 55 4802 DEER LAKE DRIVE EAST · JACKSONVILLE, FL 32246 | Other Commissions | $0 |
PASI, LLC1+ years Service code 50 | Direct Payment | $0 |
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 | $51,762 | $56,199-7.9% | $67,652-23.5% | $59,632-13.2% |
| Participation rate | 96.5% | 71.5%+25.0pp | 75.7%+20.8pp | 68.7%+27.8pp |
| Annual return | 3.07% | 18505.31%-18502.2pp | 6625.04%-6622.0pp | 2041.28%-2038.2pp |
| Employer contribution / active EE | $839 | $1,614-48.1% | $2,266-63.0% | $2,203-61.9% |
| Participant deferral / active EE | $4,228 | $2,844+48.7% | $3,560+18.8% | $3,192+32.5% |
| Admin fee / account holder | $43 | $3,958-98.9% | $4,821-99.1% | $4,297-99.0% |