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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $28,637 |
Filed as: CONNECTICUT WEALTH MNGMT Service code 26 281 FARMINGTON AVENUE · FARMINGTON, CT 06032 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,650 | $61,156+9.0% | $185,823-64.1% | $79,386-16.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 111.57% | 19.45%+92.1pp | 122.05%-10.5pp | 116.85%-5.3pp |
| Employer contribution / active EE | $2,066 | $2,321-11.0% | $5,167-60.0% | $2,427-14.9% |
| Participant deferral / active EE | $4,753 | $2,789+70.4% | $5,568-14.6% | $4,046+17.5% |
| Admin fee / account holder | $355 | $710-50.0% | $16,237-97.8% | $626-43.4% |