Filed April 14, 1995
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 9-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 |
|---|---|---|
PEOPLE'S UNITED BANK4+ years Filed as: PEOPLE'S UNITED BANK, N.A. Service code 13 · EIN 06-1213065 TWO BURLINGTON SQUARE · BURLINGTON, VT 05402 | Contract Administrator | $61,384 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $13,189 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,942 | $66,310+38.7% | $93,606-1.8% | $65,185+41.0% |
| Participation rate | 80.7% | 74.0%+6.8pp | 75.8%+4.9pp | 70.2%+10.5pp |
| Annual return | 6.81% | 42.58%-35.8pp | 32.76%-25.9pp | 29.38%-22.6pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,740 | $3,342-18.0% | $4,069-32.7% | $3,514-22.0% |
| Admin fee / account holder | $397 | $6,897-94.2% | $7,888-95.0% | $847-53.2% |