Filed February 1, 1996
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 |
|---|---|---|
Service code 26 77 WATER STREET · HALLOWELL, ME 04347 | Advisory (Participants) | $65,451 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $16,306 |
Annual investment return 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 | $73,214 | $78,419-6.6% | $133,956-45.3% | $73,409-0.3% |
| Participation rate | 84.2% | 78.6%+5.6pp | 79.8%+4.3pp | 72.2%+12.0pp |
| Annual return | 9.35% | 33.35%-24.0pp | 45.09%-35.7pp | 59.29%-49.9pp |
| Employer contribution / active EE | $1,334 | $2,044-34.7% | $3,919-66.0% | $2,234-40.3% |
| Participant deferral / active EE | $5,891 | $3,925+50.1% | $5,048+16.7% | $3,805+54.8% |
| Admin fee / account holder | $267 | $161+65.6% | $8,927-97.0% | $158+69.2% |