Filed April 1, 2014 (most recent of 3 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.
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 |
|---|---|---|
CARON & BLETZER, PLLC3+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 PO BOX 668 · KINGSTON, NH 038480668 | Accounting | $9,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $140,611 | $74,552+88.6% | $62,995+123.2% | $69,631+101.9% |
| Participation rate | 63.8% | 78.3%-14.5pp | 74.8%-11.0pp | 70.7%-6.9pp |
| Annual return | 13.65% | 15.77%-2.1pp | 87.57%-73.9pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $2,977 | $2,929+1.6% | $2,759+7.9% | $2,032+46.5% |
| Participant deferral / active EE | $2,597 | $2,974-12.7% | $3,329-22.0% | $3,224-19.4% |
| Admin fee / account holder | $12 | $59-79.6% | $3,600-99.7% | $110-89.0% |