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 LLP2+ years Filed as: GOODWIN PROCTOR Service code 29 · EIN 04-1378465 | Legal | $16,841 |
Filed as: FIDELITY INVESTMENTS INST OPER CO. Service code 37 · EIN 04-2647786 | Loan Processing | $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 | $120,009 | $80,354+49.4% | $133,980-10.4% | $63,975+87.6% |
| Participation rate | 96.5% | 87.5%+9.0pp | 87.1%+9.4pp | 71.1%+25.4pp |
| Annual return | 9.24% | 13.11%-3.9pp | 29.30%-20.1pp | 48.65%-39.4pp |
| Employer contribution / active EE | $4,395 | $3,503+25.4% | $5,211-15.7% | $2,182+101.4% |
| Participant deferral / active EE | $6,553 | $5,239+25.1% | $6,282+4.3% | $3,356+95.2% |
| Admin fee / account holder | -$29 | $69-142.2% | $9,324-100.3% | $70-141.5% |