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: DOWNEAST PENSION SERVICES, INC Service code 13 · EIN 01-0472857 41 CAMPUS DR · NEW GLOUCESTER, ME 04260 | Contract Administrator | $14,349 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,275 |
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 | $42,773 | $56,629-24.5% | $77,999-45.2% | $55,167-22.5% |
| Participation rate | 75.1% | 73.3%+1.8pp | 75.5%-0.4pp | 69.0%+6.1pp |
| Annual return | 8.21% | 2866.98%-2858.8pp | 425.96%-417.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,117 | $1,723-35.2% | $2,470-54.8% | $1,963-43.1% |
| Participant deferral / active EE | $2,098 | $2,777-24.5% | $3,497-40.0% | $3,054-31.3% |
| Admin fee / account holder | $50 | $467-89.2% | $5,480-99.1% | $504-90.0% |