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 |
|---|---|---|
Filed as: BROAD COVE CAPITAL Service code 27 62 US ROUTE 1 · CUMBERLAND FORESIDE, ME 04110 | Advisory (Plan) | $24,175 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,182 |
DOWNEAST PENSION SERVICES, INC.6+ years Service code 13 · EIN 01-0472857 | Contract Administrator | $7,943 |
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 | $68,867 | $69,362-0.7% | $101,248-32.0% | $73,488-6.3% |
| Participation rate | 84.6% | 68.4%+16.2pp | 75.8%+8.8pp | 70.7%+13.9pp |
| Annual return | 13.18% | 18.46%-5.3pp | 46.47%-33.3pp | 28.51%-15.3pp |
| Employer contribution / active EE | $2,122 | $2,628-19.3% | $3,660-42.0% | $2,270-6.5% |
| Participant deferral / active EE | $2,375 | $3,300-28.0% | $4,370-45.6% | $3,740-36.5% |
| Admin fee / account holder | $230 | $704-67.3% | $5,945-96.1% | $513-55.1% |