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 |
|---|---|---|
GAIL MILLS10+ years Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan sponsor) | $42,164 |
BOSTON TRUST WALDEN COMPANY5 years Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $37,416 |
NEW ENGLAND PENSION CONSULTANTS10+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $25,305 |
AIMEE LINCOLN3 years Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02108 | Employee (plan sponsor) | $24,822 |
Service code 49 · EIN 23-2182079 TWO EXECUTIVE CAMPUS · CHERRY HILL, NJ 08002 | Other Services | $22,168 |
CAMPBELL DEVASTO & ASSOCIATES CPA'S10+ years Service code 10 · EIN 04-2779892 175 DERBY STREET SUITE 2 · HINGHAM, MA 02043 | Accounting | $19,668 |
LAUREN TESTA2 years Filed as: LAUREN BLUNDELL Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02124 | Employee (plan sponsor) | $19,583 |
VICTORIA BLOCKER1 year Filed as: VICTORIA MCGURN Service code 35 · EIN 04-6127786 7 FREDERIKA STREET · BOSTON, MA 02108 | Employee (plan sponsor) | $10,460 |
ANCHOR CAPITAL ADVISORS LLC10+ years Filed as: ANCHOR CAPITAL ADVISORS Service code 51 · EIN 20-4669888 ONE POST OFFICE SQUARE · BOSTON, MA 02108 | Investment Mgmt Fees | $10,083 |
KRAKOW & SOURIS10+ years Filed as: KRAKOW & SOURIS LLC Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $9,075 |
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 | $102,416 | $131,799-22.3% | $200,582-48.9% | $85,563+19.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 4.17% | 21.59%-17.4pp | 42.33%-38.2pp | 31.51%-27.3pp |
| Employer contribution / active EE | $9,010 | $4,532+98.8% | $6,419+40.4% | $2,654+239.5% |
| Participant deferral / active EE | $0 | $7,702-100.0% | $9,331-100.0% | $4,375-100.0% |
| Admin fee / account holder | $829 | $235+252.8% | $16,305-94.9% | $834-0.6% |