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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 15 · EIN 01-0233346 101 HUNTINGTON STREET · BOSTON, MA 02199 | Recordkeeping | $2,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,659 | $129,021-67.7% | $184,203-77.4% | $77,643-46.3% |
| Participation rate | 58.8% | 87.3%-28.5pp | 86.8%-28.0pp | 70.6%-11.8pp |
| Annual return | 17.12% | 33.27%-16.2pp | 28.81%-11.7pp | 31.24%-14.1pp |
| Employer contribution / active EE | $2,014 | $4,413-54.4% | $6,427-68.7% | $2,726-26.1% |
| Participant deferral / active EE | $3,736 | $7,297-48.8% | $9,131-59.1% | $4,647-19.6% |
| Admin fee / account holder | $310 | $254+22.3% | $13,901-97.8% | $430-27.9% |