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 | $14,708 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,619 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC L Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $2,018 |
Filed as: EMPOWER ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,865 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,704 | $85,135-39.3% | $98,907-47.7% | $73,409-29.6% |
| Participation rate | 74.8% | 81.1%-6.3pp | 76.0%-1.2pp | 72.2%+2.6pp |
| Annual return | 13.55% | 19.14%-5.6pp | 196.43%-182.9pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,297 | $2,721-52.3% | $2,689-51.8% | $2,234-41.9% |
| Participant deferral / active EE | $2,379 | $4,349-45.3% | $4,244-43.9% | $3,805-37.5% |
| Admin fee / account holder | $44 | $139-68.4% | $6,642-99.3% | $158-72.2% |