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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $33,818 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,709 |
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 | $2,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,546 | $79,171-29.8% | $102,423-45.8% | $74,495-25.4% |
| Participation rate | 90.2% | 74.8%+15.4pp | 76.5%+13.7pp | 67.2%+23.0pp |
| Annual return | 11.73% | 54.93%-43.2pp | 29.32%-17.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,176 | $2,362-7.9% | $3,023-28.0% | $2,623-17.1% |
| Participant deferral / active EE | $4,723 | $4,415+7.0% | $5,053-6.5% | $4,346+8.7% |
| Admin fee / account holder | $92 | $2,001-95.4% | $9,451-99.0% | $1,942-95.3% |