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 COMPANY3 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.7+ 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 SACHS3 years Filed as: GOLDMAN SACHS ASSET LP Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 28 PO BOX 55824 · BOSTON, MA 02205 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,303 | $54,229-58.9% | $70,092-68.2% | $68,494-67.4% |
| Participation rate | 67.3% | 64.5%+2.8pp | 70.5%-3.2pp | 67.9%-0.6pp |
| Annual return | -15.96% | -13.87%-2.1pp | 190.73%-206.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $422 | $2,018-79.1% | $2,559-83.5% | $2,596-83.7% |
| Participant deferral / active EE | $1,390 | $2,956-53.0% | $3,849-63.9% | $4,027-65.5% |
| Admin fee / account holder | $29 | $4,694-99.4% | $6,267-99.5% | $5,403-99.5% |