Filed March 24, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS. CO Service code 37 · EIN 04-2647786 | Loan Processing | $276,011 |
NEPC, LLC2 years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $128,123 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $27,895 |
SULLIVAN & WORCESTER LLP2 years Filed as: SULLIVAN & WORCESTER Service code 29 · EIN 04-2387531 | Legal | $8,954 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,613 | $103,918+9.3% | $94,646+20.0% | $80,160+41.7% |
| Participation rate | 94.6% | 85.8%+8.7pp | 80.8%+13.7pp | 72.9%+21.6pp |
| Annual return | 26.64% | 27.77%-1.1pp | 156.71%-130.1pp | 40.38%-13.7pp |
| Employer contribution / active EE | $2,440 | $3,539-31.1% | $3,672-33.6% | $2,978-18.1% |
| Participant deferral / active EE | $8,174 | $9,528-14.2% | $7,418+10.2% | $5,017+62.9% |
| Admin fee / account holder | $86 | $96-10.5% | $7,231-98.8% | $145-40.4% |