Filed October 28, 2015 (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 |
|---|---|---|
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTR, ME 04260 | Contract Administrator | $1,700 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,940 | $130,194-40.1% | $169,993-54.2% | $71,457+9.1% |
| Participation rate | 95.6% | 86.1%+9.4pp | 87.0%+8.6pp | 67.9%+27.7pp |
| Annual return | 20.14% | 20.37%-0.2pp | 53.37%-33.2pp | 28.85%-8.7pp |
| Employer contribution / active EE | $4,716 | $4,381+7.6% | $6,785-30.5% | $2,588+82.3% |
| Participant deferral / active EE | $5,450 | $6,923-21.3% | $10,408-47.6% | $4,289+27.1% |
| Admin fee / account holder | $2 | $966-99.8% | $12,815-100.0% | $1,587-99.9% |