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 BANK5+ years Service code 19 · EIN 06-1213065 | Securities Custodian | $227,768 |
EMPLOYEE FIDUCIARY, LLC5+ years Filed as: EMPLOYEE A Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $114,904 |
CHEIRON5+ years Service code 11 · EIN 13-4215617 | Actuarial | $101,408 |
EMPLOYEE FIDUCIARY, LLC5+ years Filed as: EMPLOYEE B Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $94,913 |
Filed as: MCCRACKEN, STEMERMAN & HOLSBERRY,LL Service code 23 · EIN 94-1709555 | Insurance services; Direct payment fr... | $78,976 |
Filed as: JEFFREY H. LERER ESQ Service code 23 155 SEAPORT BLVD · BOSTON, MA 02110 | Insurance services; Direct payment fr... | $74,529 |
EMPLOYEE FIDUCIARY, LLC5+ years Filed as: EMPLOYEE C Service code 30 · EIN 45-4227067 | Employee (plan); Direct payment from ... | $52,600 |
EMPLOYEE FIDUCIARY, LLC5+ years Filed as: EMPLOYEE D Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $50,362 |
MANZI & ASSOCIATES, LLC5+ years Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $39,830 |
TAYLOR SECURITIES5+ years Filed as: TAYLOR ENTERPRISES Service code 15 7305 ONATE CT NE · ALBUQUERQUE, NM 87109 | Recordkeeping | $16,548 |
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 | $341,093,897-100.0% | $157,433-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 13.30% | 21.83%-8.5pp | 10.27%+3.0pp | 21.83%-8.5pp |
| Employer contribution / active EE | $3,732 | $12,237-69.5% | $19,104-80.5% | $12,237-69.5% |
| Participant deferral / active EE | $0 | $987-100.0% | $15-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $12,160-100.0% | $1,551,325-100.0% |