Filed January 28, 2006
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 21 · EIN 04-1149070 20 WEST ROAD · ORLEANS, MA 02653 | Bank Trustee | $43,099 |
CITIZENS BANK1+ years Service code 21 · EIN 20-2635739 10 TRIPPS LANE · RIVERSIDE, RI 02915 | Bank Trustee | $24,471 |
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.
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 | $65,333 | $52,467+24.5% | $57,179+14.3% | $55,167+18.4% |
| Participation rate | 99.4% | 75.8%+23.5pp | 75.3%+24.0pp | 69.0%+30.4pp |
| Annual return | -4.00% | 7.72%-11.7pp | 14.59%-18.6pp | 169.23%-173.2pp |
| Employer contribution / active EE | $7,097 | $2,477+186.5% | $2,682+164.6% | $1,963+261.6% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $354 | $269+31.5% | $3,139-88.7% | $504-29.8% |