Filed April 22, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,468 |
PEOPLES UNITED BANK2 years Filed as: SANDHILL INVESMENT MGMT Service code 27 40 FOUNTAIN PLAZA · BUFFALO, NY 14202 | Advisory (Plan) | $12,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,759 | $93,182-26.2% | $146,665-53.1% | $79,386-13.4% |
| Participation rate | 97.0% | 76.4%+20.6pp | 80.1%+16.9pp | 70.7%+26.3pp |
| Annual return | 18.81% | 21.61%-2.8pp | 22.74%-3.9pp | 116.85%-98.0pp |
| Employer contribution / active EE | $3,556 | $2,420+47.0% | $4,136-14.0% | $2,427+46.5% |
| Participant deferral / active EE | $6,560 | $4,169+57.4% | $5,506+19.1% | $4,046+62.2% |
| Admin fee / account holder | $163 | $585-72.2% | $10,280-98.4% | $626-74.0% |