Filed October 24, 2006 (most recent of 4 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 100 SALEM STREET · SMITHFIELD, RI 02917 | Loan Processing | $270,644 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 100 SALEM STREET · SMITHFIELD, RI 02917 | Advisory (Plan) | $31,842 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,622 | $56,095+13.4% | $178,490-64.4% | $90,288-29.5% |
| Participation rate | 93.5% | 65.6%+27.9pp | 81.9%+11.5pp | 73.4%+20.1pp |
| Annual return | 14.52% | 28.81%-14.3pp | 151.07%-136.6pp | 53.97%-39.5pp |
| Employer contribution / active EE | $1,623 | $1,572+3.2% | $5,011-67.6% | $2,524-35.7% |
| Participant deferral / active EE | $3,245 | $2,669+21.6% | $5,202-37.6% | $4,232-23.3% |
| Admin fee / account holder | $59 | $101-41.3% | $13,984-99.6% | $114-48.2% |