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 | $70,722 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,366 | $78,672+173.8% | $109,143+97.3% | $85,850+150.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 24.68% | 25.09%-0.4pp | 25.75%-1.1pp | 318.53%-293.9pp |
| Employer contribution / active EE | $8,540 | $2,735+212.3% | $3,722+129.4% | $2,565+232.9% |
| Participant deferral / active EE | $6,373 | $3,467+83.8% | $4,653+37.0% | $3,952+61.3% |
| Admin fee / account holder | $655 | $5,469-88.0% | $6,752-90.3% | $6,260-89.5% |