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) | $47,458 |
Service code 26 · EIN 80-0136651 12728 STATE LINE RD · LEAWOOD, KS 66209 | Advisory (Participants) | $15,143 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,490 | $93,131-63.0% | $106,548-67.6% | $86,799-60.3% |
| Participation rate | 61.2% | 81.4%-20.3pp | 76.1%-15.0pp | 72.3%-11.1pp |
| Annual return | 17.41% | 19.45%-2.0pp | 26.80%-9.4pp | 97.91%-80.5pp |
| Employer contribution / active EE | $1,023 | $2,895-64.7% | $2,819-63.7% | $2,405-57.5% |
| Participant deferral / active EE | $1,495 | $4,708-68.3% | $4,398-66.0% | $4,131-63.8% |
| Admin fee / account holder | $261 | $145+79.8% | $7,407-96.5% | $170+53.9% |