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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.
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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 |
|---|---|---|
ROCKLAND TRUST3 years Service code 27 101 ARCH STREET, STE. 2020 · BOSTON, MA 02110 | Advisory (Plan) | $57,683 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $31,338 |
FORVIS MAZARS, LLP3 years Filed as: MAZARS USA, LLP Service code 10 · EIN 13-1459550 | Accounting | $26,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,592 | $59,417+49.1% | $93,606-5.4% | $74,495+18.9% |
| Participation rate | 81.1% | 59.7%+21.4pp | 68.7%+12.3pp | 67.2%+13.9pp |
| Annual return | 10.13% | 81.83%-71.7pp | 133.20%-123.1pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,515 | $1,264+19.9% | $2,420-37.4% | $2,623-42.2% |
| Participant deferral / active EE | $976 | $3,050-68.0% | $4,411-77.9% | $4,346-77.5% |
| Admin fee / account holder | $880 | $3,021-70.9% | $8,285-89.4% | $1,942-54.7% |