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 | $56,421 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,886 | $55,449+128.8% | $83,848+51.3% | $56,287+125.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 9.39% | -1.38%+10.8pp | 850.88%-841.5pp | -9.96%+19.3pp |
| Employer contribution / active EE | $3,997 | $2,430+64.5% | $3,631+10.1% | $2,111+89.4% |
| Participant deferral / active EE | $4,448 | $2,935+51.5% | $4,082+9.0% | $3,350+32.8% |
| Admin fee / account holder | $424 | $656-35.3% | $5,478-92.3% | $521-18.6% |