Filed September 21, 2018 (most recent of 4 filings on file)
Total covered: 6 employees
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 |
|---|---|---|
Service code 17 2 EXECUTIVE PARK DR STE 100 · BEDFORD, NH 031106083 | Pension Consulting | $1,131 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $524 |
Filed as: DOUGLAS JOHNSON Service code 27 43 CONSTITUTION DR, STE 201 · BEDFORD, NH 031106083 | Advisory (Plan) | $0 |
T R PAUL INC.1 year Filed as: PAUL JOBIN Service code 27 43 CONSTITUTION DR, STE 201 · BEDFORD, NH 031106083 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,776 | $58,726-62.9% | $92,233-76.4% | $62,292-65.0% |
| Participation rate | 42.2% | 68.3%-26.2pp | 76.5%-34.3pp | 69.5%-27.3pp |
| Annual return | 21.25% | 43.62%-22.4pp | 176.28%-155.0pp | 28.90%-7.6pp |
| Employer contribution / active EE | $1,351 | $2,392-43.5% | $3,679-63.3% | $2,042-33.8% |
| Participant deferral / active EE | $1,437 | $2,766-48.1% | $3,897-63.1% | $3,169-54.7% |
| Admin fee / account holder | $23 | $556-95.9% | $5,194-99.6% | $479-95.3% |