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 | $1,475 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,306 | $122,239-31.9% | $184,203-54.8% | $74,495+11.8% |
| Participation rate | 96.9% | 85.5%+11.4pp | 86.8%+10.1pp | 67.2%+29.7pp |
| Annual return | 15.55% | 19.95%-4.4pp | 28.81%-13.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $3,290 | $4,537-27.5% | $6,427-48.8% | $2,623+25.4% |
| Participant deferral / active EE | $5,536 | $7,139-22.5% | $9,131-39.4% | $4,346+27.4% |
| Admin fee / account holder | $11 | $1,260-99.1% | $13,901-99.9% | $1,942-99.4% |