Filed December 13, 2010 (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 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $31,523 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $26,651 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,100 | $49,915-31.7% | $154,803-78.0% | $74,304-54.1% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 9.98% | 34.06%-24.1pp | 58.88%-48.9pp | 29.43%-19.5pp |
| Employer contribution / active EE | $2,359 | $1,611+46.4% | $4,305-45.2% | $2,241+5.2% |
| Participant deferral / active EE | $2,741 | $2,255+21.6% | $5,540-50.5% | $3,767-27.2% |
| Admin fee / account holder | $184 | $2,189-91.6% | $14,329-98.7% | $2,969-93.8% |