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 |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.6+ years Service code 51 · EIN 13-2889432 377 BROADWAY 8 · NEW YORK, NY 10013 | Investment Mgmt Fees | $167,961 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 51 · EIN 43-1273600 70 WEST MADISON STREET, 24TH FLOOR · CHICAGO, IL 60062 | Investment Mgmt Fees | $122,402 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 ONE FINANCAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $113,564 |
INCOME RESEARCH & MANAGEMENT3 years Service code 51 · EIN 04-2955404 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MA 02110 | Investment Mgmt Fees | $112,301 |
CITIZENS BANK6+ years Filed as: RBS CITIZENS, NA Service code 18 · EIN 05-6073921 10 TRIPPS LANE RTL 125 · RIVERSIDE, RI 02915 | Custodial (securities); Custodial (ot... | $53,622 |
DIANE FITZBERGER6+ years Filed as: DIANE KLOBUKOWSKI Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $48,557 |
THE SEGAL COMPANY6+ years Service code 16 · EIN 13-1835864 30 WATERSIDE DR, SUITE 300 · FARMINGTON, CT 06032 | Consulting | $47,585 |
E CRAIG YOUNG5 years Filed as: CRAIG TAYLOR Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $35,514 |
REID & RIEGE, P.C.6+ years Filed as: REID & RIEGE, PC Service code 29 · EIN 06-0867204 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Legal | $31,075 |
RICKY FREE2 years Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $28,177 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,689 | $81,719-62.4% | $101,248-69.7% | $90,288-66.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 11.93% | 337.64%-325.7pp | 46.47%-34.5pp | 53.97%-42.0pp |
| Employer contribution / active EE | $4,558 | $3,622+25.8% | $3,660+24.5% | $2,524+80.6% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $197 | $162+21.7% | $5,945-96.7% | $114+72.7% |