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 |
|---|---|---|
Filed as: JOHN D STEBBINS Service code 27 1 CARANDO DRIVE · SPRINGFIELD, MA 01104 | Advisory (Plan) | $12,049 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,002 | $84,487-26.6% | $125,339-50.5% | $66,914-7.3% |
| Participation rate | 66.5% | 76.4%-9.9pp | 82.4%-15.9pp | 69.8%-3.3pp |
| Annual return | -6.15% | -8.39%+2.2pp | 572.05%-578.2pp | 1.58%-7.7pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $10,142 | $6,781+49.6% | $7,446+36.2% | $4,237+139.4% |
| Admin fee / account holder | $149 | $685-78.2% | $10,010-98.5% | $593-74.9% |