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 TRUST5 years Service code 21 | Bank Trustee | $173,326 |
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 | $147,676 | $67,984+117.2% | $65,493+125.5% | $74,304+98.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 7.76% | 19.87%-12.1pp | 982.45%-974.7pp | 29.43%-21.7pp |
| Employer contribution / active EE | $9,472 | $2,491+280.2% | $2,574+268.0% | $2,241+322.6% |
| Participant deferral / active EE | $0 | $3,346-100.0% | $3,961-100.0% | $3,767-100.0% |
| Admin fee / account holder | $788 | $1,373-42.6% | $5,028-84.3% | $2,969-73.5% |