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: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $141,641 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $131,168 |
PLANCHEC(K) CPAS LLC2 years Service code 10 1 EASTON OVAL · COLUMBUS, OH 43219 | Accounting | $25,000 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 | Contract Administrator | $10,000 |
DOWNEAST PENSION SERVICES, INC.10+ years Service code 13 41 CAMPUS DR., SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,623 | $2,679,533-98.7% | $164,813-79.6% | $199,593-83.2% |
| Participation rate | 89.8% | 78.3%+11.5pp | 78.6%+11.2pp | 72.0%+17.9pp |
| Annual return | 12.67% | 17.93%-5.3pp | 69.93%-57.3pp | 34.25%-21.6pp |
| Employer contribution / active EE | $895 | $2,970-69.9% | $4,341-79.4% | $3,034-70.5% |
| Participant deferral / active EE | $4,292 | $5,010-14.3% | $6,031-28.8% | $5,087-15.6% |
| Admin fee / account holder | $202 | $1,982-89.8% | $12,690-98.4% | $269-25.0% |