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.2+ years Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $16,000 |
DAWSON, SMITH,PURVIS & BASSETT, P.A2+ years Service code 10 · EIN 01-0459941 | Accounting | $13,500 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 27 100 NORTHFIELD DRIVE · WINDSO, CT 06095 | Advisory (Plan) | $12,000 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,393 |
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 | $140,005 | $46,732+199.6% | $156,549-10.6% | $55,167+153.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 6.57% | 17.72%-11.1pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $8,345 | $2,105+296.4% | $5,501+51.7% | $1,963+325.2% |
| Participant deferral / active EE | $5,471 | $2,204+148.2% | $4,871+12.3% | $3,054+79.1% |
| Admin fee / account holder | $47 | $418-88.7% | $13,027-99.6% | $504-90.6% |