Filed March 1, 2005 (most recent of 2 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 |
|---|---|---|
BOSTON TRUST WALDEN COMPANY2 years Filed as: BOSTON TRUST INVESTMENT , INC. Service code 28 ONE BEACON STREET, 33RD FLOOR · BOSTON, MA 02108 | Investment Management | $0 |
Filed as: BOSTON TRUST INVESTMENT MANAGEMENT Service code 28 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 | Securities Custodian | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET LP Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-2264646 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,888 | $69,515-64.2% | $86,874-71.4% | $85,850-71.0% |
| Participation rate | 72.4% | 66.3%+6.1pp | 71.6%+0.8pp | 69.3%+3.1pp |
| Annual return | 24.14% | 20.12%+4.0pp | 63.52%-39.4pp | 318.53%-294.4pp |
| Employer contribution / active EE | $309 | $1,880-83.6% | $2,495-87.6% | $2,565-87.9% |
| Participant deferral / active EE | $1,130 | $2,919-61.3% | $3,699-69.5% | $3,952-71.4% |
| Admin fee / account holder | $20 | $5,972-99.7% | $5,828-99.7% | $6,260-99.7% |