Filed October 23, 2023
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 |
|---|---|---|
SULLIVAN FINANCIAL LLC1+ years Filed as: SULLIVAN FINANCIAL, LLC Service code 27 P.O. BOX 306 · SOUTH GLASTONBURY, CT 06073 | Advisory (Plan) | $17,144 |
SYMMETRY PARTNERS, LLC1+ years Service code 27 628 HEBRON AVE., BLDG 2 · GLASTONBURG, CT 06033 | Advisory (Plan) | $14,043 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $2,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,431 | $33,745-3.9% | $64,105-49.4% | $55,191-41.2% |
| Participation rate | 35.0% | 59.4%-24.4pp | 68.2%-33.2pp | 69.2%-34.2pp |
| Annual return | -1.98% | 4.95%-6.9pp | 791.24%-793.2pp | 10.78%-12.8pp |
| Employer contribution / active EE | $137 | $641-78.6% | $1,820-92.5% | $1,899-92.8% |
| Participant deferral / active EE | $1,501 | $1,929-22.2% | $2,822-46.8% | $3,046-50.7% |
| Admin fee / account holder | $246 | $94+160.6% | $4,499-94.5% | $91+170.8% |