Filed April 2, 2014 (most recent of 9 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
BAKER NEWMAN NOYES3 years Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $27,213 |
PORTLAND TRUST COMPANY2 years Service code 16 TWO CITY CENTER · PORTLAND, ME 04101 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,434 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,135 | $121,341-21.6% | $189,513-49.8% | $79,386+19.8% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.8%+11.2pp | 70.7%+28.3pp |
| Annual return | 16.44% | 21.08%-4.6pp | 555.15%-538.7pp | 116.85%-100.4pp |
| Employer contribution / active EE | $4,593 | $3,915+17.3% | $6,162-25.5% | $2,427+89.2% |
| Participant deferral / active EE | $6,853 | $6,395+7.2% | $8,221-16.6% | $4,046+69.4% |
| Admin fee / account holder | $117 | $651-82.0% | $12,045-99.0% | $626-81.3% |