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.
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,100 | $45,343-24.8% | $150,298-77.3% | $67,986-49.8% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 9.98% | 33.28%-23.3pp | 62.79%-52.8pp | 31.67%-21.7pp |
| Employer contribution / active EE | $2,359 | $1,462+61.4% | $4,154-43.2% | $2,019+16.8% |
| Participant deferral / active EE | $2,741 | $2,055+33.4% | $5,453-49.7% | $3,358-18.4% |
| Admin fee / account holder | $184 | $2,250-91.8% | $14,116-98.7% | $3,203-94.3% |