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: NORTHEAST RETIREMENT SERVICES, LLC Service code 13 · EIN 81-5140646 | Contract Administrator | $19,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,003 | $46,173+36.5% | $170,442-63.0% | $69,631-9.5% |
| Participation rate | 44.9% | 63.9%-19.0pp | 83.6%-38.7pp | 70.7%-25.8pp |
| Annual return | 17.70% | 21.62%-3.9pp | 205.93%-188.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $527 | $1,610-67.2% | $5,433-90.3% | $2,032-74.0% |
| Participant deferral / active EE | $970 | $2,080-53.4% | $4,939-80.4% | $3,224-69.9% |
| Admin fee / account holder | $86 | $116-25.5% | $13,880-99.4% | $110-21.8% |