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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $25,709 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,438 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 | Contract Administrator | $10,000 |
Filed as: DOWNEAST PENSION SERVICES Service code 13 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $2,025 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,294 | $76,050-37.8% | $96,544-51.0% | $71,457-33.8% |
| Participation rate | 84.2% | 74.4%+9.8pp | 76.0%+8.2pp | 67.9%+16.3pp |
| Annual return | 13.57% | 22.81%-9.2pp | 25.84%-12.3pp | 28.85%-15.3pp |
| Employer contribution / active EE | $1,760 | $2,244-21.6% | $2,965-40.6% | $2,588-32.0% |
| Participant deferral / active EE | $4,002 | $4,215-5.1% | $4,851-17.5% | $4,289-6.7% |
| Admin fee / account holder | $90 | $2,707-96.7% | $8,252-98.9% | $1,587-94.4% |