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 | $60,764 |
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 | $135,907 | $63,114+115.3% | $92,893+46.3% | $65,185+108.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 7.84% | 28.75%-20.9pp | 109.41%-101.6pp | 29.38%-21.5pp |
| Employer contribution / active EE | $4,373 | $2,571+70.1% | $3,653+19.7% | $2,177+100.9% |
| Participant deferral / active EE | $5,385 | $3,108+73.2% | $4,236+27.1% | $3,514+53.2% |
| Admin fee / account holder | $447 | $624-28.4% | $5,794-92.3% | $847-47.3% |