Filed December 27, 1996 (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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $875 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL5+ years Service code 49 198 FRONT STREET · FARMINGTON, ME 04938 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,634 | $136,307-40.8% | $177,821-54.7% | $73,488+9.7% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.7%+11.4pp | 70.7%+28.5pp |
| Annual return | 13.70% | 18.68%-5.0pp | 48.32%-34.6pp | 28.51%-14.8pp |
| Employer contribution / active EE | $774 | $3,712-79.1% | $5,918-86.9% | $2,270-65.9% |
| Participant deferral / active EE | $5,213 | $5,829-10.6% | $7,714-32.4% | $3,740+39.4% |
| Admin fee / account holder | $7 | $596-98.9% | $12,427-99.9% | $513-98.7% |