Filed June 27, 2006 (most recent of 2 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 |
|---|---|---|
VALMARK ADVISERS INC1+ years Filed as: VALMARK ADVISERS, INC. Service code 26 366 US ROUTE ONE · FAMOUTH, ME 04105 | Advisory (Participants) | $13,823 |
CHESTER M. KEARNEY1+ years Filed as: CHESTER M. KEARNEY, CPA Service code 10 12 DYER STREET · PRESQUE ISLE, ME 04769 | Accounting | $5,952 |
DOWNEAST PENSION SERVICES, INC.1+ years Filed as: DOWNEAST PENSION SERVICES, INC Service code 14 · EIN 01-0472857 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 04260 | Plan Administrator | $2,325 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,558 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,117 | $70,667+57.2% | $123,104-9.7% | $52,331+112.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 0.90% | 6.23%-5.3pp | 13.22%-12.3pp | 4.54%-3.6pp |
| Employer contribution / active EE | $4,414 | $2,946+49.8% | $5,151-14.3% | $1,882+134.6% |
| Participant deferral / active EE | $5,042 | $4,493+12.2% | $6,230-19.1% | $3,022+66.8% |
| Admin fee / account holder | $139 | $506-72.6% | $9,015-98.5% | $592-76.5% |