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 CORPORATION4+ years Service code 13 700 DISTRICT AVE · BURLINGTON, MA 01803 | Contract Administrator | $26,795 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,857 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 33 ONE UNIVERSITY PARK · WALTHAM, MA 024533483 | Securities brokerage; Other fees | $8,303 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $73,446 | $55,449+32.5% | $83,848-12.4% | $56,287+30.5% |
| Participation rate | 71.9% | 68.0%+3.9pp | 76.1%-4.2pp | 69.9%+2.1pp |
| Annual return | -7.67% | -1.38%-6.3pp | 850.88%-858.5pp | -9.96%+2.3pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,711 | $2,935+128.6% | $4,082+64.4% | $3,350+100.3% |
| Admin fee / account holder | $360 | $656-45.1% | $5,478-93.4% | $521-30.9% |