Filed March 5, 2019
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 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $99,249 |
THE VANGUARD GROUP, INC.8 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $42,015 |
Filed as: ASSOCIATED PENSIONS CONSULTANTS Service code 27 · EIN 11-3271022 | Advisory (Plan) | $1,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,107 | $66,457-32.1% | $81,382-44.6% | $77,643-41.9% |
| Participation rate | 99.1% | 68.7%+30.3pp | 69.5%+29.6pp | 70.6%+28.5pp |
| Annual return | 13.65% | 15.93%-2.3pp | 24.73%-11.1pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,717 | $2,159+25.8% | $2,463+10.3% | $2,726-0.3% |
| Participant deferral / active EE | $3,454 | $3,679-6.1% | $3,883-11.0% | $4,647-25.7% |
| Admin fee / account holder | $267 | $583-54.2% | $5,768-95.4% | $430-38.0% |