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 26 21 EAST MAIN ST · WESTBOROUGH, MA 01581 | Advisory (Participants) | $18,750 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,260 |
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 | $27,151 | $37,196-27.0% | $154,107-82.4% | $55,725-51.3% |
| Participation rate | 90.2% | 64.1%+26.1pp | 83.0%+7.1pp | 70.9%+19.3pp |
| Annual return | -5.23% | 1319.68%-1324.9pp | 735.12%-740.3pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,008 | $1,614-37.5% | $5,298-81.0% | $2,078-51.5% |
| Participant deferral / active EE | $2,553 | $2,068+23.4% | $5,081-49.7% | $3,356-23.9% |
| Admin fee / account holder | $177 | $102+74.7% | $13,411-98.7% | $115+54.1% |