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 10-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 |
|---|---|---|
NY&C5+ years Service code 10 · EIN 06-1181787 22 EASTERN BLVD · GLASTONBURY, CT 06033 | Accounting | $12,900 |
Filed as: JIM HALLINAN PENSION CONSULTING, LL Service code 13 · EIN 51-0523358 77 SOUTH MAIN STREET · WEST HARTFORD, CT 06107 | Contract Administrator | $7,790 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,313 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $61,577 | $67,703-9.0% | $127,761-51.8% | $65,185-5.5% |
| Participation rate | 73.5% | 74.5%-1.0pp | 79.0%-5.5pp | 70.2%+3.3pp |
| Annual return | 18.21% | 24.36%-6.2pp | 26.14%-7.9pp | 29.38%-11.2pp |
| Employer contribution / active EE | $1,397 | $3,724-62.5% | $4,574-69.5% | $2,177-35.8% |
| Participant deferral / active EE | $3,464 | $4,787-27.6% | $6,021-42.5% | $3,514-1.4% |
| Admin fee / account holder | $143 | $618-76.9% | $9,395-98.5% | $847-83.2% |