Filed July 20, 2022 (most recent of 7 filings on file)
Total covered: 137 employees
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 |
|---|---|---|
PHYSICIANS ORG. AT CHILDRENS HOSPIT10+ years Service code 28 300 LONGWOOD AVENUE · BOSTON, MA 02115 | Investment Management | $87,258 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,270,455 | $49,915+2445.2% | $154,803+720.7% | $74,304+1609.8% |
| Participation rate | 98.0% | 54.0%+44.1pp | 78.1%+20.0pp | 60.3%+37.7pp |
| Annual return | 9.66% | 34.06%-24.4pp | 58.88%-49.2pp | 29.43%-19.8pp |
| Employer contribution / active EE | $59,305 | $1,611+3580.7% | $4,305+1277.4% | $2,241+2546.2% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $595 | $2,189-72.8% | $14,329-95.8% | $2,969-80.0% |