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 | $6,283 |
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 | $44,797 | $104,919-57.3% | $116,228-61.5% | $85,563-47.6% |
| Participation rate | 85.2% | 78.6%+6.6pp | 74.6%+10.6pp | 66.0%+19.2pp |
| Annual return | 19.51% | 15.38%+4.1pp | 90.06%-70.5pp | 31.51%-12.0pp |
| Employer contribution / active EE | $3,052 | $3,485-12.4% | $2,994+1.9% | $2,654+15.0% |
| Participant deferral / active EE | $4,418 | $5,306-16.7% | $4,953-10.8% | $4,375+1.0% |
| Admin fee / account holder | $36 | $429-91.5% | $11,989-99.7% | $834-95.6% |