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 LLP3+ years Filed as: GOODWIN PROCTOR Service code 29 · EIN 04-1378465 | Legal | $9,966 |
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 | $143,948 | $89,274+61.2% | $149,718-3.9% | $77,958+84.6% |
| Participation rate | 96.1% | 87.6%+8.5pp | 87.1%+9.0pp | 71.6%+24.5pp |
| Annual return | 20.16% | 20.36%-0.2pp | 1501.63%-1481.5pp | 20.87%-0.7pp |
| Employer contribution / active EE | $4,645 | $3,727+24.6% | $5,445-14.7% | $2,310+101.0% |
| Participant deferral / active EE | $6,963 | $5,382+29.4% | $6,569+6.0% | $3,537+96.9% |
| Admin fee / account holder | -$33 | $240-113.8% | $11,283-100.3% | $97-134.1% |