Filed November 2, 2007 (most recent of 2 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 |
|---|---|---|
LITTLER MENDELSON, P.C.2+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Legal | $17,031 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 11 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02915 | Actuarial | $10,285 |
CARON & BLETZER, PLLC2+ years Service code 10 · EIN 04-3499945 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $9,363 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 STATE STREET FINANCIAL CENTER · BOSTON, MA 02111 | Securities Custodian | $5,342 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $29,595-100.0% | $260,109-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 4.0%-4.0pp | 43.2%-43.2pp | 11.3%-11.3pp |
| Annual return | 11.68% | 14.65%-3.0pp | 8.93%+2.8pp | 10.41%+1.3pp |
| Employer contribution / active EE | $32,924 | $18,218+80.7% | $43,470-24.3% | $14,691+124.1% |
| Participant deferral / active EE | $0 | $64-100.0% | $223-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,327-100.0% | $1,225-100.0% | $2,646-100.0% |