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 COMPANY4 years Service code 64 105 FRONT STREET, P.O. BOX 548 · BATH, ME 04530 | Recordkeeping Fees | $20,682 |
Service code 28 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 04260 | Investment Management | $11,884 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,999 | $62,132-58.2% | $185,823-86.0% | $73,488-64.6% |
| Participation rate | 63.0% | 67.8%-4.8pp | 78.0%-15.0pp | 70.7%-7.7pp |
| Annual return | 11.14% | 20.44%-9.3pp | 35.95%-24.8pp | 28.51%-17.4pp |
| Employer contribution / active EE | $1,190 | $1,681-29.2% | $4,087-70.9% | $2,270-47.6% |
| Participant deferral / active EE | $2,447 | $3,711-34.1% | $5,632-56.5% | $3,740-34.6% |
| Admin fee / account holder | $243 | $419-42.0% | $9,500-97.4% | $513-52.6% |