Filed April 29, 2014 (most recent of 4 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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| Provider | Service type | Compensation |
|---|---|---|
SBERA1+ years Service code 14 12 GILL ST · WOBURN, MA 01801 | Plan Administrator | $53,403 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,877 | $884,045-92.2% | $453,369-84.8% | $167,490-58.9% |
| Participation rate | 0.0% | 81.6%-81.6pp | 78.0%-78.0pp | 82.1%-82.1pp |
| Annual return | 15.77% | 29.49%-13.7pp | 64.40%-48.6pp | 478.56%-462.8pp |
| Employer contribution / active EE | $0 | $5,538-100.0% | $4,070-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $7,898-100.0% | $6,209-100.0% | $6,341-100.0% |
| Admin fee / account holder | $84 | $22,063-99.6% | $11,209-99.3% | $12,309-99.3% |