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 |
|---|---|---|
CHRISTOPHER BROUSAIDES2+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $28,758 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $25,000 |
Service code 10 · EIN 04-2779892 175 DERBY STREET SUITE 2 · HINGHAM, MA 02043 | Accounting | $20,414 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Mgmt Fees | $20,060 |
GAIL MILLS2+ years Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $17,672 |
ISSI2+ years Service code 99 · EIN 23-2182079 TWO EXECUTIVE CAMPUS · CHERRY HILL, NJ 08002 | Other Fees | $14,892 |
JAMIE BLACKMORE2+ years Filed as: JAMIE BEARS Service code 30 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan) | $12,750 |
BOSTON TRUST WALDEN COMPANY2+ years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $11,692 |
KRAKOW & SOURIS2+ years Filed as: KRAKOW & SOURIS LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $7,630 |
ANCHOR CAPITAL ADVISORS LLC2+ years Filed as: ANCHOR CAPITAL ADVISORS Service code 51 · EIN 20-4669888 ONE POST OFFICE SQUARE · BOSTON, MA 02108 | Investment Mgmt Fees | $5,347 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,203 | $89,739-8.4% | $149,718-45.1% | $62,292+32.0% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 7.10% | 21.01%-13.9pp | 1501.63%-1494.5pp | 28.90%-21.8pp |
| Employer contribution / active EE | $9,101 | $3,233+181.5% | $5,445+67.1% | $2,042+345.6% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $733 | $551+32.9% | $11,283-93.5% | $479+52.8% |