Filed April 17, 2002
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 3-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 |
|---|---|---|
OLD PORT ADVISORS1+ years Service code 27 130 MIDDLE STREET · PORTLAND, ME 04112 | Advisory (Plan) | $24,447 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $880 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,520 | $62,928-61.0% | $172,739-85.8% | $67,579-63.7% |
| Participation rate | 92.4% | 64.5%+27.9pp | 82.6%+9.7pp | 71.3%+21.1pp |
| Annual return | 16.55% | 30.36%-13.8pp | 802.84%-786.3pp | 378.56%-362.0pp |
| Employer contribution / active EE | $3,027 | $1,636+85.0% | $5,143-41.1% | $2,148+40.9% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $42 | $167-75.0% | $13,954-99.7% | $142-70.8% |