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 BANK7+ years Filed as: PEOPLE'S UNITED BANK, N.A. Service code 13 · EIN 06-1213065 | Contract Administrator | $60,987 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $13,993 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,433 | $72,607+19.0% | $90,749-4.8% | $66,914+29.2% |
| Participation rate | 79.2% | 73.7%+5.6pp | 75.7%+3.5pp | 69.8%+9.4pp |
| Annual return | -12.19% | -12.28%+0.1pp | -12.16%0pp | 1.58%-13.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,274 | $3,977-17.7% | $4,564-28.3% | $4,237-22.7% |
| Admin fee / account holder | $436 | $707-38.4% | $8,445-94.8% | $593-26.5% |