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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 21 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Bank Trustee | $60,796 |
AMERICAN REALTY ADVISORS6+ years Service code 21 · EIN 33-0123114 | Bank Trustee | $56,176 |
Filed as: PRUDENTIAL RET. INS. AND ANNUITY Service code 13 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Contract Administrator | $53,045 |
HOOKER & HOLCOMBE, INC.6+ years Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 1300 HALL BOULEVARD, SUITE 1C · BLOOMFIELD, CT 06002 | Actuarial | $32,790 |
Service code 21 · EIN 47-4778650 CAPE ANN ASSET MANAGEMENT INC. · GROTON, MA 01450 | Bank Trustee | $25,859 |
WELLS FARGO BANK, N.A.6+ years Service code 18 · EIN 94-1347393 | Custodial (other than securities); Cu... | $25,231 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 9.10% | 9.03%+0.1pp | 90.60%-81.5pp | 627.08%-618.0pp |
| Employer contribution / active EE | $0 | $13,843-100.0% | $32,727-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |