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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.
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| 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 | $11,111 |
PLEASANT RIVER LUMBER CO.1 year Service code 25 PO BOX 68 · DOVER FOXCROFT, ME 04426 | Directed Trustee | $5,179 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,450 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC L Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $1,684 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,726 | $75,284-41.9% | $91,001-51.9% | $69,631-37.2% |
| Participation rate | 73.1% | 80.4%-7.3pp | 75.6%-2.5pp | 70.7%+2.4pp |
| Annual return | 13.77% | 48.40%-34.6pp | 4.60%+9.2pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $1,048 | $2,473-57.6% | $2,456-57.3% | $2,032-48.4% |
| Participant deferral / active EE | $1,939 | $3,700-47.6% | $3,547-45.3% | $3,224-39.8% |
| Admin fee / account holder | $56 | $111-49.5% | $5,417-99.0% | $110-49.5% |