Filed October 19, 2016
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 19 · EIN 02-0632649 255 WEST ST. · KEENE, NH 03431 | Securities Custodian | $44,487 |
CITIZENS BANK2+ years Filed as: RBS CITIZENS, NA Service code 19 · EIN 20-2635739 875 ELM ST., NE4-6 · MANCHESTER, NH 03101 | Securities Custodian | $6,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,566 | $58,726+98.5% | $92,233+26.4% | $62,292+87.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.38% | 43.62%-33.2pp | 176.28%-165.9pp | 28.90%-18.5pp |
| Employer contribution / active EE | $7,322 | $2,392+206.1% | $3,679+99.0% | $2,042+258.5% |
| Participant deferral / active EE | $4,344 | $2,766+57.1% | $3,897+11.5% | $3,169+37.1% |
| Admin fee / account holder | $404 | $556-27.4% | $5,194-92.2% | $479-15.7% |