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 |
|---|---|---|
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $32,454 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 ONE MONUMENT SQUARE 10TH FLOOR · PORTLAND, ME 04101 | Advisory (Participants) | $21,636 |
Filed as: DOWNEAST PENSION SERVICES - NBT BAN Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $3,075 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,643 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,953 | $71,142-19.9% | $119,609-52.4% | $64,808-12.1% |
| Participation rate | 90.1% | 78.6%+11.5pp | 79.3%+10.8pp | 71.5%+18.6pp |
| Annual return | -15.44% | -10.01%-5.4pp | -14.97%-0.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,644 | $2,497-34.2% | $4,232-61.1% | $2,506-34.4% |
| Participant deferral / active EE | $7,459 | $4,490+66.1% | $5,602+33.2% | $4,310+73.1% |
| Admin fee / account holder | $229 | $162+41.2% | $10,323-97.8% | $188+21.9% |