Filed June 8, 2009 (most recent of 3 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 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Loan Processing | $10,344 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,617 | $62,324-78.2% | $68,509-80.1% | $55,191-75.3% |
| Participation rate | 94.4% | 78.9%+15.5pp | 74.7%+19.7pp | 69.2%+25.3pp |
| Annual return | -0.66% | 4.26%-4.9pp | 8.27%-8.9pp | 10.78%-11.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $2,278-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,996 | $3,425-41.7% | $3,382-41.0% | $3,046-34.5% |
| Admin fee / account holder | $14 | $91-84.2% | $5,275-99.7% | $91-84.1% |