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 |
|---|---|---|
MANTEL CONSTRUCTION2 years Service code 49 · EIN 58-2668130 18 CHAPEL STREET · CANTON, MA 02021 | Other Services | $39,735 |
BOSTON TRUST WALDEN COMPANY2 years Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $39,262 |
CHRISTOPHER BROUSAIDES7+ years Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan sponsor) | $35,536 |
NEW ENGLAND PENSION CONSULTANTS7+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $25,000 |
GAIL MILLS7+ years Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan sponsor) | $23,747 |
Service code 10 · EIN 04-2779892 175 DERBY STREET SUITE 2 · HINGHAM, MA 02043 | Accounting | $21,087 |
ISSI7+ years Service code 49 · EIN 23-2182079 TWO EXECUTIVE CAMPUS · CHERRY HILL, NJ 08002 | Other Services | $20,209 |
VITTORIO DISALVO3 years Service code 49 161 HEIDENRICH DRIVE · TEWKSBURY, MA 01876 | Other Services | $17,125 |
CHRISTOPHER BROUSAIDES5 years Filed as: CHRISTOPHER TYLER Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan sponsor) | $16,674 |
ANCHOR CAPITAL ADVISORS LLC7+ years Filed as: ANCHOR CAPITAL ADVISORS Service code 28 · EIN 20-4669888 ONE POST OFFICE SQUARE · BOSTON, MA 02108 | Investment Management | $11,439 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,658 | $86,897-6.0% | $151,611-46.1% | $64,808+26.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | 1.79% | -3.57%+5.4pp | 3.33%-1.5pp | 32.82%-31.0pp |
| Employer contribution / active EE | $8,690 | $4,010+116.7% | $6,166+40.9% | $2,506+246.8% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $637 | $153+316.2% | $11,616-94.5% | $188+239.0% |