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 9-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 |
|---|---|---|
BATH SAVINGS TRUST COMPANY2 years Service code 64 105 FRONT STREET, P.O. BOX 548 · BATH, ME 04530 | Recordkeeping Fees | $17,586 |
Service code 28 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 04260 | Investment Management | $12,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,153 | $48,576-58.5% | $169,463-88.1% | $56,287-64.2% |
| Participation rate | 67.2% | 65.8%+1.4pp | 77.8%-10.6pp | 69.9%-2.6pp |
| Annual return | -5.01% | -2.51%-2.5pp | 1.83%-6.8pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,217 | $1,559-22.0% | $4,159-70.7% | $2,111-42.4% |
| Participant deferral / active EE | $2,373 | $3,275-27.5% | $5,277-55.0% | $3,350-29.1% |
| Admin fee / account holder | $262 | $435-39.7% | $9,109-97.1% | $521-49.6% |