Filed November 9, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MOSSE & MOSSE ASSOCIATES3+ years Service code 27 50 SALEM STREET · LYNNFIELD, MA 01940 | Advisory (Plan) | $6,129 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,954 |
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 | $51,477 | $61,214-15.9% | $83,333-38.2% | $56,287-8.5% |
| Participation rate | 86.9% | 72.6%+14.3pp | 77.8%+9.2pp | 69.9%+17.1pp |
| Annual return | -5.24% | 0.42%-5.7pp | 10.63%-15.9pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,563 | $1,925-18.8% | $3,379-53.8% | $2,111-26.0% |
| Participant deferral / active EE | $2,439 | $5,091-52.1% | $5,565-56.2% | $3,350-27.2% |
| Admin fee / account holder | $39 | $512-92.4% | $7,510-99.5% | $521-92.5% |