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 NOYES5 years Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $11,600 |
PORTLAND TRUST COMPANY4 years Service code 16 TWO CITY CENTER · PORTLAND, ME 04101 | Consulting | $7,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,065 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,141 | $130,194-26.2% | $169,993-43.4% | $71,457+34.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 18.57% | 20.37%-1.8pp | 53.37%-34.8pp | 28.85%-10.3pp |
| Employer contribution / active EE | $4,951 | $4,381+13.0% | $6,785-27.0% | $2,588+91.3% |
| Participant deferral / active EE | $7,877 | $6,923+13.8% | $10,408-24.3% | $4,289+83.7% |
| Admin fee / account holder | $67 | $966-93.1% | $12,815-99.5% | $1,587-95.8% |