Filed May 15, 2013
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 |
|---|---|---|
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $5,931 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,164 | $93,131-69.8% | $106,548-73.6% | $86,799-67.6% |
| Participation rate | 82.8% | 81.4%+1.4pp | 76.1%+6.7pp | 72.3%+10.6pp |
| Annual return | 16.13% | 19.45%-3.3pp | 26.80%-10.7pp | 97.91%-81.8pp |
| Employer contribution / active EE | $1,680 | $2,895-42.0% | $2,819-40.4% | $2,405-30.2% |
| Participant deferral / active EE | $2,882 | $4,708-38.8% | $4,398-34.5% | $4,131-30.2% |
| Admin fee / account holder | $18 | $145-87.8% | $7,407-99.8% | $170-89.6% |