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 ADVISORS5 years Service code 26 86 BARKER AVENUE EXTENSION · CONCORD, MA 01742 | Advisory (Participants) | $36,231 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $534 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,112 | $78,422+22.6% | $95,952+0.2% | $79,858+20.4% |
| Participation rate | 80.9% | 73.5%+7.4pp | 77.1%+3.8pp | 69.6%+11.3pp |
| Annual return | 23.07% | 19.37%+3.7pp | 91.61%-68.5pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,678 | $1,945-13.8% | $2,541-34.0% | $2,471-32.1% |
| Participant deferral / active EE | $4,629 | $3,440+34.6% | $4,167+11.1% | $3,740+23.8% |
| Admin fee / account holder | $363 | $5,622-93.5% | $6,795-94.7% | $5,306-93.2% |