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 |
|---|---|---|
PEOPLES UNITED BANK4+ years Service code 19 · EIN 06-1213065 | Securities Custodian | $184,229 |
EMPLOYEE FIDUCIARY, LLC4+ years Filed as: EMPLOYEE A Service code 30 · EIN 45-4227067 | Employee (plan); Direct payment from ... | $109,904 |
CHEIRON4+ years Service code 11 · EIN 13-4215617 | Actuarial | $92,704 |
EMPLOYEE FIDUCIARY, LLC4+ years Filed as: EMPLOYEE B Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $90,395 |
Filed as: MCCRACKEN, STEMERMAN & HOLSBERRY,LL Service code 23 · EIN 94-1709555 | Direct payment from the plan; Insuran... | $81,247 |
FOLEY HOAG LLP4+ years Service code 23 · EIN 04-2150535 | Direct payment from the plan; Insuran... | $78,902 |
EMPLOYEE FIDUCIARY, LLC4+ years Filed as: EMPLOYEE C Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $48,225 |
MANZI & ASSOCIATES, LLC4+ years Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $39,830 |
TAYLOR SECURITIES4+ years Filed as: TAYLOR ENTERPRISES Service code 15 7305 ONATE CT NE · ALBUQUERQUE, NM 87109 | Recordkeeping | $15,741 |
HOGAN LOVELLS US LLP1 year Service code 23 · EIN 53-0084704 | Direct payment from the plan; Insuran... | $5,045 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $68,458-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | -4.67% | 33.37%-38.0pp | -0.87%-3.8pp | 33.37%-38.0pp |
| Employer contribution / active EE | $3,117 | $11,253-72.3% | $21,826-85.7% | $11,253-72.3% |
| Participant deferral / active EE | $0 | $819-100.0% | $656-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $165-100.0% | $99,113-100.0% |