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 10-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 BANK2+ years Filed as: PEOPLE'S UNITED BANK, N.A. Service code 13 · EIN 06-1213065 | Contract Administrator | $5,150 |
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 | $48,430 | $52,884-8.4% | $84,750-42.9% | $55,167-12.2% |
| Participation rate | 96.6% | 67.5%+29.0pp | 76.6%+20.0pp | 69.0%+27.6pp |
| Annual return | 7.06% | 18.03%-11.0pp | 22.78%-15.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $3,644 | $2,233+63.1% | $3,574+1.9% | $1,963+85.7% |
| Participant deferral / active EE | $2,218 | $2,644-16.1% | $3,712-40.2% | $3,054-27.4% |
| Admin fee / account holder | $32 | $581-94.4% | $5,332-99.4% | $504-93.6% |