See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HAVERLOCK ESTEY & CURRAN LLC2 years Filed as: HAVERLOCK, ESTEY & CURRAN, LLC Service code 10 8 COMMERCE COURT · HAMPDEN, ME 04444 | Accounting | $12,500 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,355 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,129 | $54,701+26.4% | $86,188-19.8% | $71,457-3.3% |
| Participation rate | 95.8% | 60.1%+35.7pp | 69.0%+26.9pp | 67.9%+27.9pp |
| Annual return | 17.19% | 20.06%-2.9pp | 1168.45%-1151.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,188 | $1,265-6.1% | $2,380-50.1% | $2,588-54.1% |
| Participant deferral / active EE | $3,404 | $3,108+9.5% | $3,985-14.6% | $4,289-20.6% |
| Admin fee / account holder | $83 | $1,922-95.7% | $6,852-98.8% | $1,587-94.8% |