Filed January 1, 2012
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 |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $23,530 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,913 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 | Contract Administrator | $9,975 |
Filed as: DOWNEAST PENSION SERVICES Service code 13 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $2,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,461 | $65,435-30.5% | $86,677-47.6% | $66,914-32.1% |
| Participation rate | 89.4% | 75.5%+13.9pp | 76.6%+12.8pp | 69.8%+19.5pp |
| Annual return | -15.44% | -10.89%-4.6pp | 35.91%-51.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,834 | $2,153-14.8% | $2,836-35.3% | $2,544-27.9% |
| Participant deferral / active EE | $3,997 | $4,100-2.5% | $4,656-14.2% | $4,237-5.7% |
| Admin fee / account holder | $105 | $642-83.7% | $7,493-98.6% | $593-82.4% |