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 |
|---|---|---|
BRODERICK, MICHAEL F.6 years Service code 49 201 JONES RD STE 620 · WALTHAM, MA 024511614 | Other Services | $11,270 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,619 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,206 | $73,933+85.6% | $96,683+41.9% | $75,163+82.5% |
| Participation rate | 90.5% | 66.4%+24.1pp | 74.3%+16.2pp | 67.2%+23.3pp |
| Annual return | 17.68% | 26.70%-9.0pp | 35.69%-18.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,771 | $2,928-5.4% | $3,737-25.9% | $2,670+3.8% |
| Participant deferral / active EE | $6,596 | $3,659+80.3% | $4,878+35.2% | $4,125+59.9% |
| Admin fee / account holder | $22 | $5,216-99.6% | $6,730-99.7% | $5,651-99.6% |