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 |
|---|---|---|
BAY COLONY ADVISORS3 years Service code 26 86 BARKER AVENUE EXTENSION · CONCORD, MA 01742 | Advisory (Participants) | $32,274 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $328 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,952 | $62,586+3.8% | $76,768-15.4% | $64,186+1.2% |
| Participation rate | 81.9% | 72.8%+9.1pp | 77.0%+5.0pp | 69.6%+12.4pp |
| Annual return | -5.16% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,303 | $1,832-28.9% | $2,485-47.6% | $2,381-45.3% |
| Participant deferral / active EE | $4,909 | $3,145+56.1% | $3,852+27.5% | $3,470+41.5% |
| Admin fee / account holder | $321 | $4,667-93.1% | $6,675-95.2% | $4,888-93.4% |