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 COMPANY3 years Service code 64 105 FRONT STREET, P.O. BOX 548 · BATH, ME 04530 | Recordkeeping Fees | $18,896 |
Service code 28 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 04260 | Investment Management | $13,413 |
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 | $26,628 | $56,972-53.3% | $182,532-85.4% | $65,185-59.1% |
| Participation rate | 63.6% | 66.5%-3.0pp | 78.0%-14.4pp | 70.2%-6.6pp |
| Annual return | 22.63% | 27.67%-5.0pp | 148.54%-125.9pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,245 | $1,615-22.9% | $4,076-69.5% | $2,177-42.8% |
| Participant deferral / active EE | $2,566 | $3,526-27.2% | $5,524-53.5% | $3,514-27.0% |
| Admin fee / account holder | $274 | $528-48.1% | $8,592-96.8% | $847-67.7% |