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 | $51,728 |
DAVID ROMANO6 years Filed as: DAVID B MURRAY Service code 55 188 STATE STREET · PORTLAND, ME 04101 | Other Commissions | $24,705 |
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 | $35,289 | $53,136-33.6% | $155,509-77.3% | $199,593-82.3% |
| Participation rate | 18.5% | 64.1%-45.6pp | 78.2%-59.7pp | 72.0%-53.5pp |
| Annual return | 20.13% | 41.15%-21.0pp | 64.67%-44.5pp | 34.25%-14.1pp |
| Employer contribution / active EE | $221 | $1,851-88.1% | $4,672-95.3% | $3,034-92.7% |
| Participant deferral / active EE | $628 | $3,161-80.1% | $5,626-88.8% | $5,087-87.7% |
| Admin fee / account holder | $119 | $185-36.0% | $15,912-99.3% | $269-55.9% |