Filed October 1, 2003
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 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $0 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,977 | $74,347-66.4% | $93,606-73.3% | $67,579-63.0% |
| Participation rate | 62.2% | 80.6%-18.4pp | 75.8%-13.6pp | 71.3%-9.1pp |
| Annual return | 22.35% | 28.07%-5.7pp | 32.76%-10.4pp | 378.56%-356.2pp |
| Employer contribution / active EE | $879 | $2,583-66.0% | $2,718-67.7% | $2,148-59.1% |
| Participant deferral / active EE | $1,262 | $4,060-68.9% | $4,069-69.0% | $3,539-64.4% |
| Admin fee / account holder | $98 | $123-20.1% | $7,888-98.8% | $142-31.1% |