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 7-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 |
|---|---|---|
ROCKLAND TRUST1 year Filed as: ROCKLAND TRUST CO Service code 99 | Other Fees | $13,195 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,297 |
THE ANGELL PENSON GROUP1 year Service code 49 | Other Services | $2,000 |
ROCKLAND TRUST1 year Service code 99 · EIN 04-1782600 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,135 | $30,588+14.9% | $53,898-34.8% | $85,563-58.9% |
| Participation rate | 22.4% | 26.3%-4.0pp | 55.0%-32.6pp | 66.0%-43.6pp |
| Annual return | 27.14% | 50.42%-23.3pp | 528.60%-501.5pp | 31.51%-4.4pp |
| Employer contribution / active EE | $733 | $436+68.3% | $932-21.3% | $2,654-72.4% |
| Participant deferral / active EE | $1,689 | $848+99.2% | $1,826-7.5% | $4,375-61.4% |
| Admin fee / account holder | $102 | $1,879-94.6% | $2,491-95.9% | $834-87.7% |