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 |
|---|---|---|
CHESTER M. KEARNEY6+ years Filed as: CHESTER M. KEARNEY, CPA Service code 10 12 DYER STREET · PRESQUE ISLE, ME 04769 | Accounting | $13,350 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,211 |
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 | $164,761 | $136,307+20.9% | $177,821-7.3% | $73,488+124.2% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.7%+11.8pp | 70.7%+28.9pp |
| Annual return | 17.38% | 18.68%-1.3pp | 48.32%-30.9pp | 28.51%-11.1pp |
| Employer contribution / active EE | $5,458 | $3,712+47.0% | $5,918-7.8% | $2,270+140.5% |
| Participant deferral / active EE | $6,735 | $5,829+15.6% | $7,714-12.7% | $3,740+80.1% |
| Admin fee / account holder | $159 | $596-73.3% | $12,427-98.7% | $513-69.1% |