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 | $4,608 |
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 | $38,315 | $92,055-58.4% | $106,213-63.9% | $77,643-50.7% |
| Participation rate | 80.2% | 81.0%-0.8pp | 75.3%+4.9pp | 70.6%+9.6pp |
| Annual return | 17.97% | 17.91%+0.1pp | 116.14%-98.2pp | 31.24%-13.3pp |
| Employer contribution / active EE | $2,535 | $3,367-24.7% | $3,171-20.1% | $2,726-7.0% |
| Participant deferral / active EE | $3,708 | $5,386-31.1% | $5,016-26.1% | $4,647-20.2% |
| Admin fee / account holder | $44 | $219-80.1% | $11,033-99.6% | $430-89.9% |