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 | $29,248 | $85,135-65.6% | $98,907-70.4% | $73,409-60.2% |
| Participation rate | 63.8% | 81.1%-17.3pp | 76.0%-12.2pp | 72.2%-8.4pp |
| Annual return | 17.54% | 19.14%-1.6pp | 196.43%-178.9pp | 59.29%-41.8pp |
| Employer contribution / active EE | $986 | $2,721-63.7% | $2,689-63.3% | $2,234-55.8% |
| Participant deferral / active EE | $1,415 | $4,349-67.5% | $4,244-66.7% | $3,805-62.8% |
| Admin fee / account holder | $104 | $139-25.1% | $6,642-98.4% | $158-33.9% |