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: COMMONWEALTH Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $50,718 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD GROUP · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,514 |
DOWNEAST PENSION SERVICES, INC.7+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE, SUITE #302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $15,698 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,424 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,956 | $58,347+9.6% | $85,682-25.4% | $86,799-26.3% |
| Participation rate | 92.7% | 64.9%+27.8pp | 69.9%+22.9pp | 72.3%+20.4pp |
| Annual return | 13.26% | 18.43%-5.2pp | 21.49%-8.2pp | 97.91%-84.6pp |
| Employer contribution / active EE | $533 | $1,751-69.6% | $2,618-79.7% | $2,405-77.9% |
| Participant deferral / active EE | $4,370 | $3,065+42.5% | $3,923+11.4% | $4,131+5.8% |
| Admin fee / account holder | $245 | $147+66.0% | $6,873-96.4% | $170+44.3% |