Filed May 8, 2003
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 |
|---|---|---|
Filed as: COMMONWEALTH Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $22,758 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,882 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,530 | $62,928-3.8% | $172,739-65.0% | $67,579-10.4% |
| Participation rate | 55.7% | 64.5%-8.8pp | 82.6%-27.0pp | 71.3%-15.6pp |
| Annual return | 19.72% | 30.36%-10.6pp | 802.84%-783.1pp | 378.56%-358.8pp |
| Employer contribution / active EE | $1,067 | $1,636-34.8% | $5,143-79.2% | $2,148-50.3% |
| Participant deferral / active EE | $2,341 | $2,145+9.1% | $5,198-55.0% | $3,539-33.9% |
| Admin fee / account holder | $123 | $167-26.3% | $13,954-99.1% | $142-13.7% |