Filed May 31, 2024
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 |
|---|---|---|
PEOPLES UNITED BANK2 years Filed as: PEOPLES UNITED BANK, N.A. Service code 15 · EIN 06-1213065 | Recordkeeping | $61,214 |
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 | $37,634 | $55,453-32.1% | $170,442-77.9% | $62,292-39.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.60% | 21.38%-3.8pp | 205.93%-188.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,608 | $2,164-25.7% | $5,433-70.4% | $2,042-21.3% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $178 | $455-60.9% | $13,880-98.7% | $479-62.9% |