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 | $4,025 |
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 | $25,146 | $81,908-69.3% | $90,749-72.3% | $64,808-61.2% |
| Participation rate | 83.2% | 80.5%+2.7pp | 75.7%+7.5pp | 71.5%+11.7pp |
| Annual return | -15.14% | -12.53%-2.6pp | -12.16%-3.0pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,742 | $3,065-10.5% | $2,921-6.1% | $2,506+9.4% |
| Participant deferral / active EE | $3,830 | $4,840-20.9% | $4,564-16.1% | $4,310-11.1% |
| Admin fee / account holder | $20 | $157-87.1% | $8,445-99.8% | $188-89.2% |