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 LLC3 years Filed as: HAVERLOCK, ESTEY & CURRAN, LLC Service code 10 8 · HAMPDEN, ME 04444 | Accounting | $12,900 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,566 | $59,417+37.3% | $93,606-12.9% | $74,495+9.5% |
| Participation rate | 92.7% | 59.7%+33.0pp | 68.7%+23.9pp | 67.2%+25.5pp |
| Annual return | 14.66% | 81.83%-67.2pp | 133.20%-118.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,276 | $1,264+1.0% | $2,420-47.2% | $2,623-51.3% |
| Participant deferral / active EE | $3,920 | $3,050+28.5% | $4,411-11.1% | $4,346-9.8% |
| Admin fee / account holder | $89 | $3,021-97.0% | $8,285-98.9% | $1,942-95.4% |