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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: COASTAL CAPITAL GROUP, INC. Service code 27 222 ROSEWOOD DRIVE · DANVERS, MA 01923 | Advisory (Plan) | $52,964 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $34,334 |
YOSHIDA & SOKOLSKI, PC2 years Service code 10 · EIN 04-3014517 20 MALL ROAD · BURLINGTON, MA 01803 | Accounting | $16,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $132,478 | $69,305+91.2% | $82,313+60.9% | $69,631+90.3% |
| Participation rate | 90.0% | 80.3%+9.7pp | 76.9%+13.1pp | 70.7%+19.3pp |
| Annual return | 19.11% | 21.47%-2.4pp | 25.88%-6.8pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $2,662 | $1,887+41.1% | $2,428+9.6% | $2,032+31.0% |
| Participant deferral / active EE | $9,065 | $3,568+154.0% | $3,706+144.6% | $3,224+181.2% |
| Admin fee / account holder | $112 | $97+15.3% | $5,608-98.0% | $110+1.5% |