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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,186 |
BAKER NEWMAN NOYES1 year Service code 10 · EIN 01-0494526 | Accounting | $13,000 |
PORTLAND TRUST COMPANY6 years Service code 27 · EIN 47-4240298 | Advisory (Plan) | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,741 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,390 | $132,049+1.0% | $200,582-33.5% | $74,304+79.5% |
| Participation rate | 98.0% | 84.1%+13.9pp | 86.9%+11.1pp | 60.3%+37.6pp |
| Annual return | 25.26% | 22.22%+3.0pp | 42.33%-17.1pp | 29.43%-4.2pp |
| Employer contribution / active EE | $5,603 | $4,558+22.9% | $6,419-12.7% | $2,241+150.0% |
| Participant deferral / active EE | $8,678 | $7,213+20.3% | $9,331-7.0% | $3,767+130.3% |
| Admin fee / account holder | $83 | $2,405-96.5% | $16,305-99.5% | $2,969-97.2% |