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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $43,525 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD GROUP · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,920 |
DOWNEAST PENSION SERVICES, INC.6+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE, SUITE #302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $15,350 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,666 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,886 | $51,288+26.5% | $81,983-20.9% | $73,409-11.6% |
| Participation rate | 90.7% | 64.0%+26.7pp | 69.2%+21.4pp | 72.2%+18.5pp |
| Annual return | 11.98% | 29.48%-17.5pp | 41.31%-29.3pp | 59.29%-47.3pp |
| Employer contribution / active EE | $374 | $1,487-74.8% | $2,498-85.0% | $2,234-83.2% |
| Participant deferral / active EE | $3,818 | $2,715+40.6% | $3,722+2.6% | $3,805+0.3% |
| Admin fee / account holder | $227 | $125+81.5% | $5,664-96.0% | $158+44.1% |