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 |
|---|---|---|
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSO. Service code 27 1101 N. MARKET ST. · WILMINGTON, DE 19890 | Advisory (Plan) | $35,532 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $18,429 |
PEOPLE'S UNITED BANK8+ years Filed as: PEOPLE'S UNITED BANK, N.A. Service code 13 · EIN 06-1213065 | Contract Administrator | $12,278 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,935 | $71,516+43.9% | $98,439+4.6% | $71,457+44.1% |
| Participation rate | 72.4% | 72.7%-0.3pp | 75.2%-2.8pp | 67.9%+4.5pp |
| Annual return | 10.53% | 32.41%-21.9pp | 21.16%-10.6pp | 28.85%-18.3pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,311 | $4,109-19.4% | $4,738-30.1% | $4,289-22.8% |
| Admin fee / account holder | $436 | $1,675-74.0% | $8,948-95.1% | $1,587-72.5% |