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 | $62,683 |
DAVID ROMANO7 years Filed as: DAVID B MURRAY Service code 55 188 STATE STREET · PORTLAND, ME 04101 | Other Commissions | $30,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,801 | $57,610-36.1% | $154,803-76.2% | $102,872-64.2% |
| Participation rate | 22.7% | 59.5%-36.8pp | 78.1%-55.4pp | 73.0%-50.4pp |
| Annual return | 15.79% | 30.49%-14.7pp | 58.88%-43.1pp | 19.06%-3.3pp |
| Employer contribution / active EE | $349 | $1,883-81.5% | $4,305-91.9% | $3,526-90.1% |
| Participant deferral / active EE | $1,002 | $2,914-65.6% | $5,540-81.9% | $5,535-81.9% |
| Admin fee / account holder | $125 | $368-66.1% | $14,329-99.1% | $292-57.4% |