Filed January 28, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
CITIZENS BANK4+ years Service code 21 · EIN 20-2635739 10 TRIPPS LANE · RIVERSIDE, RI 02915 | Bank Trustee | $102,143 |
LEDYARD NATIONAL BANK1 year Service code 21 | Bank Trustee | $12,432 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,858 | $60,795+41.2% | $69,455+23.6% | $65,185+31.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 6.93% | 17.46%-10.5pp | 28.97%-22.0pp | 29.38%-22.5pp |
| Employer contribution / active EE | $7,473 | $2,452+204.8% | $2,779+168.9% | $2,177+243.3% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,535-100.0% | $3,514-100.0% |
| Admin fee / account holder | $559 | $314+78.2% | $3,839-85.4% | $847-34.0% |