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 BENEFITS2+ years Service code 27 1781 HIGHLAND AVENUE, SUITE 205 · CHESHIRE, CT 06410 | Advisory (Plan) | $32,637 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SERVICE, INC. Service code 13 127 WASHINGTON AVENUE, WEST WING · NORTH HAVEN, CT 06473 | Contract Administrator | $17,183 |
CARON & BLETZER, PLLC1 year Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $6,200 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $154,412 | $58,726+162.9% | $92,233+67.4% | $62,292+147.9% |
| Participation rate | 94.2% | 68.3%+25.9pp | 76.5%+17.8pp | 69.5%+24.7pp |
| Annual return | 21.98% | 43.62%-21.6pp | 176.28%-154.3pp | 28.90%-6.9pp |
| Employer contribution / active EE | $1,686 | $2,392-29.5% | $3,679-54.2% | $2,042-17.4% |
| Participant deferral / active EE | $8,377 | $2,766+202.9% | $3,897+115.0% | $3,169+164.3% |
| Admin fee / account holder | $385 | $556-30.7% | $5,194-92.6% | $479-19.6% |