Filed October 18, 2006
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770027 | Loan Processing | $728,364 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $253,376 |
NEW ENGLAND RETIREMENT CONSULTANTS11+ years Service code 16 · EIN 20-5322603 470 ATLANTIC AVENUE · BOSTON, MA 02210 | Consulting | $60,000 |
BDMP ASSURANCE, LLP1 year Service code 10 · EIN 99-4708358 2211 CONGRESS STREET · PORTLAND, ME 04102 | Accounting | $18,456 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,402 | $118,972-17.3% | $150,298-34.5% | $118,972-17.3% |
| Participation rate | 95.1% | 78.0%+17.1pp | 77.8%+17.3pp | 78.0%+17.1pp |
| Annual return | 16.50% | 15.19%+1.3pp | 62.79%-46.3pp | 15.19%+1.3pp |
| Employer contribution / active EE | $2,100 | $3,776-44.4% | $4,154-49.4% | $3,776-44.4% |
| Participant deferral / active EE | $6,516 | $6,017+8.3% | $5,453+19.5% | $6,017+8.3% |
| Admin fee / account holder | $81 | $127-36.0% | $14,116-99.4% | $127-36.0% |