Filed February 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 27 · EIN 02-0507414 500 BOYLSTON STREET · BOSTON, MA 02116 | Advisory (Plan) | $64,550 |
See 1 actuary disclosure with Solo.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 5.49% | 28.71%-23.2pp | 7.98%-2.5pp | 9.19%-3.7pp |
| Employer contribution / active EE | $2,655 | $15,250-82.6% | $23,724-88.8% | $12,608-78.9% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |