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 NOYES6 years Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $12,800 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,007 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,230 | $122,239-5.7% | $184,203-37.4% | $74,495+54.7% |
| Participation rate | 96.4% | 85.5%+10.9pp | 86.8%+9.6pp | 67.2%+29.2pp |
| Annual return | 15.87% | 19.95%-4.1pp | 28.81%-12.9pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $5,221 | $4,537+15.1% | $6,427-18.8% | $2,623+99.0% |
| Participant deferral / active EE | $8,350 | $7,139+17.0% | $9,131-8.6% | $4,346+92.1% |
| Admin fee / account holder | $26 | $1,260-98.0% | $13,901-99.8% | $1,942-98.7% |