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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,738 |
PEOPLES UNITED BANK4 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 | $67,031 | $82,978-19.2% | $129,995-48.4% | $71,457-6.2% |
| Participation rate | 95.4% | 74.1%+21.3pp | 78.5%+16.9pp | 67.9%+27.5pp |
| Annual return | 17.79% | 20.60%-2.8pp | -137.18%+155.0pp | 28.85%-11.1pp |
| Employer contribution / active EE | $3,791 | $2,622+44.6% | $4,320-12.2% | $2,588+46.5% |
| Participant deferral / active EE | $7,350 | $4,432+65.8% | $5,820+26.3% | $4,289+71.4% |
| Admin fee / account holder | $160 | $1,729-90.8% | $10,614-98.5% | $1,587-89.9% |