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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,605 |
PEOPLES UNITED BANK5 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 | $66,956 | $88,083-24.0% | $164,813-59.4% | $74,495-10.1% |
| Participation rate | 97.7% | 73.0%+24.6pp | 78.6%+19.1pp | 67.2%+30.5pp |
| Annual return | 14.13% | 17.26%-3.1pp | 69.93%-55.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $4,031 | $2,593+55.5% | $4,341-7.1% | $2,623+53.7% |
| Participant deferral / active EE | $7,526 | $4,498+67.3% | $6,031+24.8% | $4,346+73.2% |
| Admin fee / account holder | $159 | $2,234-92.9% | $12,690-98.8% | $1,942-91.8% |