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 15 · EIN 06-1213065 | Recordkeeping | $2,450 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,519 | $64,909-53.0% | $82,313-62.9% | $62,292-51.0% |
| Participation rate | 73.3% | 74.9%-1.6pp | 76.9%-3.6pp | 69.5%+3.8pp |
| Annual return | 21.36% | 21.18%+0.2pp | 25.88%-4.5pp | 28.90%-7.5pp |
| Employer contribution / active EE | $1,955 | $1,676+16.6% | $2,428-19.5% | $2,042-4.3% |
| Participant deferral / active EE | $4,298 | $3,103+38.5% | $3,706+16.0% | $3,169+35.6% |
| Admin fee / account holder | $14 | $440-96.7% | $5,608-99.7% | $479-97.0% |