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 | $62,385 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,187 | $73,933+192.4% | $96,683+123.6% | $75,163+187.6% |
| Participation rate | 98.7% | 66.4%+32.3pp | 74.3%+24.4pp | 67.2%+31.5pp |
| Annual return | 11.45% | 26.70%-15.3pp | 35.69%-24.2pp | 160.62%-149.2pp |
| Employer contribution / active EE | $7,432 | $2,928+153.9% | $3,737+98.9% | $2,670+178.4% |
| Participant deferral / active EE | $6,428 | $3,659+75.7% | $4,878+31.8% | $4,125+55.8% |
| Admin fee / account holder | $671 | $5,216-87.1% | $6,730-90.0% | $5,651-88.1% |