Filed December 21, 2018
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 |
|---|---|---|
MILLERICK SHAWN P2 years Service code 55 6 LOUDON RD STE 4 · CONCORD, NH 03301 | Other Commissions | $77,087 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,990 |
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 | $60,202 | $44,989+33.8% | $170,442-64.7% | $77,958-22.8% |
| Participation rate | 97.3% | 64.6%+32.7pp | 83.6%+13.7pp | 71.6%+25.7pp |
| Annual return | 17.22% | 19.61%-2.4pp | 205.93%-188.7pp | 20.87%-3.6pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $5,191 | $2,208+135.2% | $4,939+5.1% | $3,537+46.8% |
| Admin fee / account holder | $2 | $69-96.7% | $13,880-100.0% | $97-97.6% |