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 | $69,446 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,385 | $64,707+174.1% | $112,228+58.1% | $68,494+159.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -11.15% | -11.40%+0.3pp | 27.45%-38.6pp | -7.84%-3.3pp |
| Employer contribution / active EE | $3,452 | $2,746+25.7% | $3,635-5.0% | $2,596+33.0% |
| Participant deferral / active EE | $6,831 | $3,565+91.6% | $4,728+44.5% | $4,027+69.6% |
| Admin fee / account holder | $701 | $5,232-86.6% | $6,410-89.1% | $5,403-87.0% |