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 |
|---|---|---|
DOWNEAST PENSION SERVICES, INC.4+ years Service code 13 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 042605108 | Contract Administrator | $2,636 |
Filed as: FIDELITY INV INST OPERATIONS COMP Service code 18 · EIN 04-2647786 | Custodial (other than securities); Ac... | $864 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $850 |
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 | $36,377 | $47,977-24.2% | $154,107-76.4% | $56,287-35.4% |
| Participation rate | 87.3% | 66.2%+21.2pp | 83.0%+4.3pp | 69.9%+17.5pp |
| Annual return | -4.24% | 3.54%-7.8pp | 735.12%-739.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $939 | $2,169-56.7% | $5,298-82.3% | $2,111-55.5% |
| Participant deferral / active EE | $1,391 | $2,392-41.8% | $5,081-72.6% | $3,350-58.5% |
| Admin fee / account holder | $24 | $438-94.6% | $13,411-99.8% | $521-95.4% |