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 9-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 |
|---|---|---|
GAIL MILLS10+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $41,031 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 26-1371674 75 SECOND AVENUE STE 605 · NEEDHAM, MA 02494 | Actuarial | $28,150 |
Filed as: CAMPBELL DEVASTO & ASSOC LLP CPAS Service code 10 · EIN 04-2779892 175 DERBY STREET SUITE 2 · HINGHAM, MA 02043 | Accounting | $25,402 |
NEW ENGLAND PENSION CONSULTANTS10+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $25,000 |
AIMEE LINCOLN3 years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $24,482 |
Service code 15 · EIN 23-2182079 TWO EXECUTIVE CAMPUS 400 · CHERRY HILL, NJ 08002 | Recordkeeping | $20,317 |
KRAKOW & SOURIS10+ years Filed as: KRAKOW & SOURIS LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $19,705 |
LAUREN TESTA2 years Filed as: LAUREN BLUNDELL Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02108 | Employee (plan) | $19,369 |
ANCHOR CAPITAL ADVISORS LLC10+ years Filed as: ANCHOR CAPITAL ADVISORS, INC. Service code 51 · EIN 20-4669888 ONE POST OFFICE SQUARE · BOSTON, MA 02108 | Investment Mgmt Fees | $17,780 |
VICTORIA BLOCKER3 years Filed as: VICTORIA GRIGNON Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $10,025 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $181,048-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 2.1%-2.1pp |
| Annual return | 5.48% | 12.82%-7.3pp | 9.65%-4.2pp | 9.14%-3.7pp |
| Employer contribution / active EE | $25,891 | $13,831+87.2% | $26,259-1.4% | $19,963+29.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $749-100.0% | $200-100.0% |