See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 73 · EIN 01-0233346 P.O. BOX 111 · BOSTON, MA 02117 | Other insurance fees and expenses | $173,916 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $82,591-100.0% | $177,383-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 23.8%-23.8pp | 0.8%-0.8pp |
| Annual return | 1.99% | -0.60%+2.6pp | -0.48%+2.5pp | -0.60%+2.6pp |
| Employer contribution / active EE | $52,132 | $12,272+324.8% | $23,357+123.2% | $12,272+324.8% |
| Participant deferral / active EE | $0 | $416-100.0% | $17-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,964-100.0% | $717-100.0% |