Filed June 1, 1995
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 |
|---|---|---|
YOSHIDA & SOKOLSKI, PC1 year Service code 10 · EIN 04-3014517 20 MALL ROAD · BURLINGTON, MA 01803 | Accounting | $47,699 |
AMERICAN FUNDS1 year Filed as: COASTAL CAPITAL GROUP, INC. Service code 27 222 ROSEWOOD DRIVE · DANVERS, MA 01923 | Advisory (Plan) | $35,819 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $30,786 |
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 | $134,289 | $63,905+110.1% | $74,183+81.0% | $57,658+132.9% |
| Participation rate | 82.9% | 79.8%+3.2pp | 76.6%+6.3pp | 70.2%+12.7pp |
| Annual return | 6.49% | 60.60%-54.1pp | 17.74%-11.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,564 | $1,840+39.3% | $2,370+8.2% | $1,974+29.9% |
| Participant deferral / active EE | $8,784 | $3,448+154.8% | $3,550+147.5% | $3,061+187.0% |
| Admin fee / account holder | $143 | $91+57.3% | $5,586-97.4% | $95+51.5% |