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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $21,137 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $11,171 |
Filed as: DOWNEAST PENSION SERVICES Service code 15 · EIN 01-0472857 | Recordkeeping | $2,475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,724 | $61,272+111.7% | $149,673-13.3% | $71,457+81.5% |
| Participation rate | 80.4% | 62.5%+17.9pp | 78.8%+1.7pp | 67.9%+12.5pp |
| Annual return | 18.73% | 35.85%-17.1pp | 134.42%-115.7pp | 28.85%-10.1pp |
| Employer contribution / active EE | $3,500 | $2,378+47.1% | $4,818-27.4% | $2,588+35.2% |
| Participant deferral / active EE | $4,089 | $2,917+40.2% | $5,680-28.0% | $4,289-4.7% |
| Admin fee / account holder | $617 | $1,261-51.1% | $13,210-95.3% | $1,587-61.1% |