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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $16,343 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL AND PARKER Service code 10 101 MIDDLE STREET · PORTLAND, ME 04104 | Accounting | $8,000 |
DOWNEAST PENSION SERVICES, INC.5+ years Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $6,809 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,631 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,194 | $49,138+32.7% | $84,015-22.4% | $65,1850% |
| Participation rate | 73.6% | 60.7%+12.9pp | 69.0%+4.6pp | 70.2%+3.4pp |
| Annual return | 21.46% | 23.00%-1.5pp | 71.31%-49.8pp | 29.38%-7.9pp |
| Employer contribution / active EE | $385 | $914-57.8% | $1,983-80.6% | $2,177-82.3% |
| Participant deferral / active EE | $3,205 | $2,397+33.7% | $3,239-1.0% | $3,514-8.8% |
| Admin fee / account holder | $199 | $543-63.4% | $6,101-96.7% | $847-76.5% |