Filed October 31, 1995 (most recent of 3 filings on file)
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 |
|---|---|---|
GOODWIN PROCTER LLP1+ years Filed as: GOODWIN PROCTOR Service code 15 · EIN 04-1378465 | Recordkeeping | $50,354 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $32,000 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,550 | $75,760+45.9% | $123,104-10.2% | $59,188+86.8% |
| Participation rate | 95.8% | 86.0%+9.7pp | 86.8%+9.0pp | 69.4%+26.4pp |
| Annual return | 1.54% | 2.93%-1.4pp | 13.22%-11.7pp | 5.51%-4.0pp |
| Employer contribution / active EE | $4,057 | $3,415+18.8% | $5,151-21.2% | $2,098+93.4% |
| Participant deferral / active EE | $6,616 | $5,000+32.3% | $6,230+6.2% | $3,265+102.6% |
| Admin fee / account holder | -$21 | $61-134.9% | $9,015-100.2% | $92-123.0% |