Filed January 22, 1998
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 15 · EIN 01-0233346 101 HUNTINGTON STREET · BOSTON, MA 02199 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,556 | $63,442-53.4% | $68,791-57.0% | $66,914-55.8% |
| Participation rate | 56.7% | 60.0%-3.2pp | 69.0%-12.3pp | 69.8%-13.1pp |
| Annual return | -13.98% | -8.29%-5.7pp | -6.38%-7.6pp | 1.58%-15.6pp |
| Employer contribution / active EE | $309 | $1,775-82.6% | $2,655-88.3% | $2,544-87.8% |
| Participant deferral / active EE | $1,825 | $2,945-38.0% | $3,941-53.7% | $4,237-56.9% |
| Admin fee / account holder | $189 | $577-67.3% | $4,932-96.2% | $593-68.2% |