Filed March 26, 2012
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 |
|---|---|---|
CBERA2 years Service code 14 100 RIVER RIDGE DRIVE · NORWOOD, MA 02062 | Plan Administrator | $357,500 |
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $243,554 |
NEPC, LLC10+ years Service code 16 PO BOX 4110 · WOBURN, MA 01888 | Consulting | $135,000 |
WOLF & COMPANY, P.C.10+ years Service code 10 99 HIGH STREET · BOSTON, MA 02110 | Accounting | $57,604 |
AGILIS PARTNERS LLC1 year Service code 16 130 TURNER ST · WALTHAM, MA 02453 | Consulting | $15,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Other c... | $889 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,185 | $122,693+34.6% | $184,203-10.3% | $199,593-17.2% |
| Participation rate | 96.1% | 86.8%+9.3pp | 86.8%+9.3pp | 72.0%+24.1pp |
| Annual return | 13.76% | 143.91%-130.1pp | 28.81%-15.1pp | 34.25%-20.5pp |
| Employer contribution / active EE | $5,188 | $4,584+13.2% | $6,427-19.3% | $3,034+71.0% |
| Participant deferral / active EE | $8,978 | $7,990+12.4% | $9,131-1.7% | $5,087+76.5% |
| Admin fee / account holder | $330 | $121+173.4% | $13,901-97.6% | $269+22.6% |