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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $28,629 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK RD · FARMINGTON, CT 060322565 | Contract Administrator | $1,114 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $662 |
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 | $93,390 | $89,652+4.2% | $141,162-33.8% | $65,185+43.3% |
| Participation rate | 99.1% | 74.7%+24.4pp | 82.5%+16.6pp | 70.2%+28.9pp |
| Annual return | 24.87% | 32.79%-7.9pp | 71.39%-46.5pp | 29.38%-4.5pp |
| Employer contribution / active EE | $2,972 | $3,065-3.0% | $4,735-37.2% | $2,177+36.5% |
| Participant deferral / active EE | $7,982 | $5,691+40.3% | $6,709+19.0% | $3,514+127.2% |
| Admin fee / account holder | $235 | $569-58.6% | $10,261-97.7% | $847-72.2% |