Filed April 29, 2014 (most recent of 4 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC1 year Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $6,058 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $147,727-100.0% | $115,756-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 77.1%-77.1pp | 81.2%-81.2pp |
| Annual return | -5.91% | 73.96%-79.9pp | 143.14%-149.1pp | 417.96%-423.9pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,426-100.0% |