Filed April 2, 2009
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 64 · EIN 71-0294708 | Recordkeeping Fees | $40,328 |
DAVID ROMANO5 years Filed as: DAVID B MURRAY Service code 55 188 STATE STREET · PORTLAND, ME 04101 | Other Commissions | $20,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,428 | $50,127-37.3% | $149,673-79.0% | $80,160-60.8% |
| Participation rate | 24.2% | 64.3%-40.0pp | 78.8%-54.5pp | 72.9%-48.7pp |
| Annual return | 15.72% | 29.82%-14.1pp | 134.42%-118.7pp | 40.38%-24.7pp |
| Employer contribution / active EE | $226 | $1,865-87.9% | $4,818-95.3% | $2,978-92.4% |
| Participant deferral / active EE | $761 | $3,194-76.2% | $5,680-86.6% | $5,017-84.8% |
| Admin fee / account holder | $100 | $153-34.3% | $13,210-99.2% | $145-30.8% |