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 |
|---|---|---|
ROCKLAND TRUST1 year Service code 21 | Bank Trustee | $85,048 |
LEDYARD NATIONAL BANK3 years Service code 21 | Bank Trustee | $13,499 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,528 | $74,706+43.9% | $75,696+42.1% | $79,386+35.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 21.34% | 18.52%+2.8pp | 104.53%-83.2pp | 116.85%-95.5pp |
| Employer contribution / active EE | $8,236 | $2,590+218.0% | $2,743+200.3% | $2,427+239.3% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,821-100.0% | $4,046-100.0% |
| Admin fee / account holder | $437 | $374+16.7% | $3,619-87.9% | $626-30.3% |