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 |
|---|---|---|
PROCYON INSTITUTIONAL ADVISOR1 year Service code 26 · EIN 82-1597892 ONE CORPORATE DRIVE · SHELTON, CT 06484 | Advisory (Participants) | $5,343 |
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 | $19,466 | $54,762-64.5% | $90,281-78.4% | $72,985-73.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.30% | 30.63%-10.3pp | 78.10%-57.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $946 | $2,092-54.8% | $2,854-66.9% | $2,440-61.2% |
| Participant deferral / active EE | $2,401 | $2,887-16.8% | $3,885-38.2% | $3,607-33.4% |
| Admin fee / account holder | $94 | $3,972-97.6% | $5,351-98.2% | $5,124-98.2% |