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 |
|---|---|---|
Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 185 ASYLUM STREET · HARTFORD, CT 06103 | Investment Management | $34,193 |
THE SEGAL COMPANY3 years Filed as: SEGAL Service code 11 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 060323069 | Actuarial | $28,285 |
WHITTLESEY PC1 year Service code 10 · EIN 06-0903326 280 TRUMBULL STREET, 24TH FLOOR · HARTFORD, CT 06103 | Accounting | $12,500 |
See 1 actuary disclosure. $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.
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 | $0 | $250,469-100.0% | $220,551-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 22.59% | 4.93%+17.7pp | 7.32%+15.3pp | 9.30%+13.3pp |
| Employer contribution / active EE | $22,428 | $32,616-31.2% | $23,426-4.3% | $43,742-48.7% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |