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 |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING .00SERVICES LL Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $47,155 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,968 |
DOWNEAST PENSION SERVICES, INC.8+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE,SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $26,703 |
ALBIN RANDALL & BENNETT4 years Service code 10 130 MIDDLE ST 3RD FL · PORTLAND, ME 04101 | Accounting | $10,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,839 | $42,353+48.4% | $79,550-21.0% | $64,808-3.0% |
| Participation rate | 92.3% | 64.8%+27.5pp | 69.5%+22.8pp | 71.5%+20.8pp |
| Annual return | -12.21% | -12.24%0pp | 0.16%-12.4pp | 32.82%-45.0pp |
| Employer contribution / active EE | $1,798 | $1,181+52.3% | $2,413-25.5% | $2,506-28.2% |
| Participant deferral / active EE | $4,468 | $3,170+40.9% | $3,985+12.1% | $4,310+3.6% |
| Admin fee / account holder | $320 | $160+100.5% | $6,832-95.3% | $188+70.4% |