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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,839 |
PEOPLES UNITED BANK3 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 | $62,734 | $86,655-27.6% | $119,609-47.6% | $66,914-6.2% |
| Participation rate | 96.8% | 75.6%+21.2pp | 79.3%+17.5pp | 69.8%+27.0pp |
| Annual return | -14.98% | -8.00%-7.0pp | -14.97%0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $3,860 | $2,536+52.2% | $4,232-8.8% | $2,544+51.7% |
| Participant deferral / active EE | $7,617 | $4,358+74.8% | $5,602+36.0% | $4,237+79.8% |
| Admin fee / account holder | $183 | $755-75.7% | $10,323-98.2% | $593-69.1% |