Filed June 8, 2009 (most recent of 3 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.
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 99 · EIN 61-1758632 | Other Fees | $45,000 |
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $22,536 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,465 | $102,553+104.3% | $151,611+38.2% | $66,914+213.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.62% | -10.82%-4.8pp | 3.33%-19.0pp | 1.58%-17.2pp |
| Employer contribution / active EE | $11,451 | $4,180+173.9% | $6,166+85.7% | $2,544+350.1% |
| Participant deferral / active EE | $8,986 | $6,641+35.3% | $8,363+7.4% | $4,237+112.1% |
| Admin fee / account holder | $16 | $630-97.4% | $11,616-99.9% | $593-97.3% |