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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.
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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 |
|---|---|---|
Service code 27 · EIN 04-2675571 29 SAWYER RD, ONE · WALTHAM, MA 02453 | Advisory (Plan) | $21,939 |
ASCENSUS LLC5 years Filed as: ASCENSUS, LLC Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $18,893 |
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 5350 77 CENTER DRIVE, STE 200 · CHARLOTTE, NC 28217 | Contract Administrator | $18,568 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,464 | $65,061-31.7% | $143,757-69.1% | $66,914-33.6% |
| Participation rate | 73.9% | 65.2%+8.7pp | 80.3%-6.4pp | 69.8%+4.1pp |
| Annual return | -16.00% | -11.14%-4.9pp | -0.04%-16.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,862 | $2,361-21.1% | $4,951-62.4% | $2,544-26.8% |
| Participant deferral / active EE | $2,904 | $2,919-0.5% | $5,637-48.5% | $4,237-31.4% |
| Admin fee / account holder | $354 | $502-29.6% | $14,673-97.6% | $593-40.4% |