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 | $3,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,100 | $71,516-53.7% | $98,439-66.4% | $71,457-53.7% |
| Participation rate | 0.0% | 72.7%-72.7pp | 75.2%-75.2pp | 67.9%-67.9pp |
| Annual return | 15.33% | 32.41%-17.1pp | 21.16%-5.8pp | 28.85%-13.5pp |
| Employer contribution / active EE | $3,080 | $2,399+28.4% | $3,048+1.1% | $2,588+19.0% |
| Participant deferral / active EE | $4,341 | $4,109+5.7% | $4,738-8.4% | $4,289+1.2% |
| Admin fee / account holder | $23 | $1,675-98.6% | $8,948-99.7% | $1,587-98.6% |