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 9-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 |
|---|---|---|
Filed as: PUTNAM TRUST COMPANY Service code 15 · EIN 04-2777224 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $36,204 |
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 | $66,371 | $47,977+38.3% | $154,107-56.9% | $56,287+17.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -2.74% | 3.54%-6.3pp | 735.12%-737.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $4,246 | $2,169+95.8% | $5,298-19.8% | $2,111+101.2% |
| Participant deferral / active EE | $6,147 | $2,392+157.0% | $5,081+21.0% | $3,350+83.5% |
| Admin fee / account holder | $128 | $438-70.7% | $13,411-99.0% | $521-75.4% |