See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,677 |
BANK OF NEW HAMPSHIRE2 years Service code 27 · EIN 02-0155840 | Advisory (Plan) | $18,902 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,880 | $49,915+9.9% | $154,803-64.5% | $74,304-26.1% |
| Participation rate | 73.2% | 54.0%+19.2pp | 78.1%-4.9pp | 60.3%+12.8pp |
| Annual return | 19.28% | 34.06%-14.8pp | 58.88%-39.6pp | 29.43%-10.1pp |
| Employer contribution / active EE | $1,428 | $1,611-11.3% | $4,305-66.8% | $2,241-36.3% |
| Participant deferral / active EE | $5,161 | $2,255+128.9% | $5,540-6.8% | $3,767+37.0% |
| Admin fee / account holder | $279 | $2,189-87.2% | $14,329-98.1% | $2,969-90.6% |