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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 27 100 NORTHFIELD DRIVE · WINDSO, CT 06095 | Advisory (Plan) | $17,500 |
DOWNEAST PENSION SERVICES, INC.5+ years Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $16,000 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $143,031 | $52,953+170.1% | $172,739-17.2% | $65,185+119.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.29% | 30.12%-7.8pp | 802.84%-780.6pp | 29.38%-7.1pp |
| Employer contribution / active EE | $8,038 | $2,190+267.1% | $5,143+56.3% | $2,177+269.3% |
| Participant deferral / active EE | $5,928 | $2,471+139.9% | $5,198+14.0% | $3,514+68.7% |
| Admin fee / account holder | $29 | $472-93.9% | $13,954-99.8% | $847-96.6% |