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 NETWORK6+ years Service code 27 20 SAWYER ROAD · WALTHAM, MA 02154 | Advisory (Plan) | $21,869 |
Service code 10 75 FEDERAL ST · BOSTON, MA 021101997 | Accounting | $17,000 |
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 13 · EIN 04-3015875 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Contract Administrator | $7,292 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,986 |
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,639 |
TD AMERITRADE, INC.1 year Service code 33 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $75 |
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 | $141,443 | $69,362+103.9% | $101,248+39.7% | $73,488+92.5% |
| Participation rate | 96.9% | 68.4%+28.5pp | 75.8%+21.1pp | 70.7%+26.2pp |
| Annual return | 16.99% | 18.46%-1.5pp | 46.47%-29.5pp | 28.51%-11.5pp |
| Employer contribution / active EE | $3,409 | $2,628+29.7% | $3,660-6.8% | $2,270+50.2% |
| Participant deferral / active EE | $8,650 | $3,300+162.2% | $4,370+97.9% | $3,740+131.3% |
| Admin fee / account holder | $63 | $704-91.0% | $5,945-98.9% | $513-87.7% |