Filed September 25, 2014
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 27 265 FRANKLIN ST STE 401 · BOSTON, MA 02110 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $46,909 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 99 1 LIBRARY LANE · KINGSTON, NH 03848 | Other Fees | $13,800 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,767 | $66,457+77.2% | $81,382+44.7% | $77,643+51.7% |
| Participation rate | 59.4% | 68.7%-9.4pp | 69.5%-10.1pp | 70.6%-11.2pp |
| Annual return | 10.24% | 15.93%-5.7pp | 24.73%-14.5pp | 31.24%-21.0pp |
| Employer contribution / active EE | $1,795 | $2,159-16.9% | $2,463-27.1% | $2,726-34.1% |
| Participant deferral / active EE | $4,297 | $3,679+16.8% | $3,883+10.6% | $4,647-7.5% |
| Admin fee / account holder | $180 | $583-69.1% | $5,768-96.9% | $430-58.2% |