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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,639 |
ROCKLAND TRUST3+ years Service code 27 2036 WASHINGTON ST · HANOVER, MA 02339 | Advisory (Plan) | $25,165 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,717 | $64,909+52.1% | $82,313+19.9% | $62,292+58.5% |
| Participation rate | 93.2% | 74.9%+18.3pp | 76.9%+16.3pp | 69.5%+23.7pp |
| Annual return | 15.93% | 21.18%-5.3pp | 25.88%-10.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $3,938 | $1,676+135.0% | $2,428+62.2% | $2,042+92.8% |
| Participant deferral / active EE | $6,377 | $3,103+105.5% | $3,706+72.1% | $3,169+101.2% |
| Admin fee / account holder | $491 | $440+11.7% | $5,608-91.2% | $479+2.5% |