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 LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $30,953 |
PEOPLES UNITED BANK6 years Filed as: SANDHILL INVESMENT MGMT Service code 16 40 FOUNTAIN PLAZA · BUFFALO, NY 14202 | Consulting | $12,875 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,433 | $96,484-11.5% | $156,263-45.3% | $74,304+15.0% |
| Participation rate | 96.1% | 67.7%+28.4pp | 78.9%+17.2pp | 60.3%+35.8pp |
| Annual return | 20.40% | 17.73%+2.7pp | 59.47%-39.1pp | 29.43%-9.0pp |
| Employer contribution / active EE | $4,505 | $2,528+78.2% | $4,333+4.0% | $2,241+101.0% |
| Participant deferral / active EE | $9,373 | $4,286+118.7% | $6,158+52.2% | $3,767+148.8% |
| Admin fee / account holder | $177 | $3,728-95.2% | $14,255-98.8% | $2,969-94.0% |