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 |
|---|---|---|
FUTURE BENEFITS1+ years Service code 27 1781 HIGHLAND AVENUE, SUITE 205 · CHESHIRE, CT 06410 | Advisory (Plan) | $27,908 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SERVICE, INC. Service code 13 127 WASHINGTON AVENUE, WEST WING · NORTH HAVEN, CT 06473 | Contract Administrator | $12,300 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
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 | $124,650 | $52,884+135.7% | $84,750+47.1% | $55,167+126.0% |
| Participation rate | 89.2% | 67.5%+21.7pp | 76.6%+12.6pp | 69.0%+20.2pp |
| Annual return | 9.43% | 18.03%-8.6pp | 22.78%-13.4pp | 169.23%-159.8pp |
| Employer contribution / active EE | $1,391 | $2,233-37.7% | $3,574-61.1% | $1,963-29.1% |
| Participant deferral / active EE | $7,352 | $2,644+178.1% | $3,712+98.1% | $3,054+140.7% |
| Admin fee / account holder | $256 | $581-55.9% | $5,332-95.2% | $504-49.2% |