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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 55 20 SAWYER ROAD · WALTHAM, MA 02154 | Other Commissions | $21,171 |
DARMODY MERLINO & CO., LLP1+ years Filed as: DARMODY MERLINO & CO., INC. Service code 10 75 FEDERAL STREET · BOSTON, MA 021101997 | Accounting | $14,500 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 13 · EIN 04-3015875 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Contract Administrator | $11,750 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,510 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $636 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,032 | $50,464+46.7% | $75,781-2.3% | $52,331+41.5% |
| Participation rate | 94.1% | 66.8%+27.3pp | 75.8%+18.3pp | 68.1%+26.0pp |
| Annual return | 1.69% | 1.03%+0.7pp | 9.68%-8.0pp | 4.54%-2.9pp |
| Employer contribution / active EE | $2,800 | $1,988+40.8% | $3,323-15.7% | $1,882+48.8% |
| Participant deferral / active EE | $8,099 | $2,570+215.1% | $3,651+121.8% | $3,022+168.0% |
| Admin fee / account holder | $73 | $1,103-93.4% | $5,299-98.6% | $592-87.6% |