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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $22,170 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,758 |
BERRY DUNN3 years Filed as: BERRY DUNN MCNEIL AND PARKER Service code 10 101 MIDDLE STREET · PORTLAND, ME 04104 | Accounting | $8,200 |
DOWNEAST PENSION SERVICES, INC.7+ years Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $8,124 |
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 | $93,519 | $59,263+57.8% | $96,562-3.2% | $79,386+17.8% |
| Participation rate | 70.4% | 61.9%+8.5pp | 69.8%+0.6pp | 70.7%-0.3pp |
| Annual return | 13.28% | 27.07%-13.8pp | 37.78%-24.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $553 | $1,216-54.5% | $2,356-76.5% | $2,427-77.2% |
| Participant deferral / active EE | $4,588 | $2,948+55.6% | $3,849+19.2% | $4,046+13.4% |
| Admin fee / account holder | $274 | $658-58.3% | $6,181-95.6% | $626-56.2% |