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 |
|---|---|---|
SUMMIT FINANCIAL CORPORATION2+ years Service code 13 700 DISTRICT AVE · BURLINGTON, MA 01803 | Contract Administrator | $19,200 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,626 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 33 ONE UNIVERSITY PARK · WALTHAM, MA 024533483 | Securities brokerage; Other fees | $6,005 |
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 | $71,598 | $56,897+25.8% | $84,750-15.5% | $62,891+13.8% |
| Participation rate | 75.3% | 68.5%+6.7pp | 76.6%-1.3pp | 69.3%+6.0pp |
| Annual return | 7.22% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,963 | $2,709+157.0% | $3,712+87.6% | $3,203+117.4% |
| Admin fee / account holder | $372 | $3,581-89.6% | $5,332-93.0% | $4,296-91.4% |