Filed May 1, 2007
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 15 · EIN 84-0467907 | Recordkeeping | $39,681 |
VALMARK ADVISERS INC3 years Filed as: VALMARK ADVISORS INC Service code 51 · EIN 31-1509466 | Investment Mgmt Fees | $12,678 |
DOWNEAST PENSION SERVICES, INC.7+ years Service code 64 · EIN 01-0472857 | Recordkeeping Fees | $3,725 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,898 | $84,936-21.2% | $111,297-39.9% | $79,386-15.7% |
| Participation rate | 76.7% | 75.9%+0.8pp | 77.3%-0.6pp | 70.7%+6.0pp |
| Annual return | 16.48% | 17.45%-1.0pp | 54.65%-38.2pp | 116.85%-100.4pp |
| Employer contribution / active EE | $441 | $1,979-77.7% | $2,731-83.8% | $2,427-81.8% |
| Participant deferral / active EE | $2,923 | $3,888-24.8% | $4,487-34.9% | $4,046-27.8% |
| Admin fee / account holder | $406 | $537-24.5% | $7,964-94.9% | $626-35.2% |