Filed July 19, 2012 (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 |
|---|---|---|
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $16,552 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 15 150 CAPITAL OF TEXAS HWY., S · AUSTIN, TX 78746 | Recordkeeping | $15,688 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $4,993 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,624 | $88,515-37.2% | $162,163-65.7% | $67,579-17.7% |
| Participation rate | 99.7% | 86.8%+12.9pp | 87.6%+12.1pp | 71.3%+28.4pp |
| Annual return | 26.08% | 27.04%-1.0pp | 115.59%-89.5pp | 378.56%-352.5pp |
| Employer contribution / active EE | $3,380 | $3,563-5.1% | $5,614-39.8% | $2,148+57.4% |
| Participant deferral / active EE | $5,061 | $5,724-11.6% | $7,298-30.6% | $3,539+43.0% |
| Admin fee / account holder | $80 | $124-35.1% | $10,843-99.3% | $142-43.5% |