See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PEOPLE'S UNITED BANK3 years Service code 13 · EIN 06-1213065 | Contract Administrator | $24,220 |
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 | $52,310 | $54,573-4.1% | $90,951-42.5% | $73,488-28.8% |
| Participation rate | 77.0% | 61.2%+15.8pp | 69.0%+8.0pp | 70.7%+6.3pp |
| Annual return | 19.38% | 16.69%+2.7pp | 134.60%-115.2pp | 28.51%-9.1pp |
| Employer contribution / active EE | $1,550 | $991+56.3% | $2,122-27.0% | $2,270-31.7% |
| Participant deferral / active EE | $3,031 | $2,517+20.4% | $3,373-10.1% | $3,740-18.9% |
| Admin fee / account holder | $279 | $521-46.6% | $5,959-95.3% | $513-45.7% |