Filed June 20, 2023
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 21 EAST MAIN ST · WESTBOROUGH, MA 01581 | Accounting | $3,622 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $852 |
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 | $20,754 | $36,916-43.8% | $156,549-86.7% | $57,658-64.0% |
| Participation rate | 89.1% | 63.4%+25.7pp | 84.0%+5.1pp | 70.2%+18.9pp |
| Annual return | 7.04% | 12.38%-5.3pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,434 | $1,571-8.7% | $5,501-73.9% | $1,974-27.4% |
| Participant deferral / active EE | $1,876 | $1,926-2.6% | $4,871-61.5% | $3,061-38.7% |
| Admin fee / account holder | $94 | $82+14.2% | $13,027-99.3% | $95-0.4% |