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. KEARNEY9+ years Filed as: CHESTER M. KEARNEY, CPA Service code 10 12 DYER STREET · PRESQUE ISLE, ME 04769 | Accounting | $14,245 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,084 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,331 | $100,227+46.0% | $169,993-13.9% | $74,419+96.6% |
| Participation rate | 99.3% | 87.3%+11.9pp | 87.0%+12.3pp | 70.7%+28.5pp |
| Annual return | 17.91% | 66.08%-48.2pp | 53.37%-35.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $5,747 | $4,263+34.8% | $6,785-15.3% | $2,637+117.9% |
| Participant deferral / active EE | $8,111 | $7,143+13.6% | $10,408-22.1% | $4,528+79.1% |
| Admin fee / account holder | $196 | $234-16.3% | $12,815-98.5% | $348-43.6% |