Filed June 9, 2008 (most recent of 2 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 52 | Indirect Investment Fees | $121,663 |
Service code 27 · EIN 20-4751585 100 NORTHFIELD RD · WINDSOR, CT 060954730 | Advisory (Plan) | $41,500 |
AAFCPAS, INC.3 years Service code 10 · EIN 04-2571780 50 WASHINGTON STREET · WESBOROUGH, MA 015811013 | Accounting | $14,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,046 | $62,723+150.4% | $142,863+9.9% | $86,799+80.9% |
| Participation rate | 49.7% | 62.6%-12.8pp | 71.9%-22.2pp | 72.3%-22.5pp |
| Annual return | 13.22% | 17.62%-4.4pp | 5637.54%-5624.3pp | 97.91%-84.7pp |
| Employer contribution / active EE | $5,431 | $1,627+233.9% | $4,144+31.1% | $2,405+125.8% |
| Participant deferral / active EE | $5,525 | $3,039+81.8% | $3,837+44.0% | $4,131+33.7% |
| Admin fee / account holder | $44 | $140-68.5% | $6,560-99.3% | $170-74.1% |