Filed January 18, 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 |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 99 · EIN 36-4001764 | Other Fees | $50,139 |
HARVARD SQUARE FINANCIAL PLANNING10+ years Service code 99 · EIN 46-0927748 | Other Fees | $22,000 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $13,409 |
HARRY K. FRIEDMAN10+ years Service code 99 · EIN 03-4407517 | Other Fees | $8,309 |
MP P.C.1 year Filed as: MP, P.C. Service code 99 · EIN 04-3191789 | Other Fees | $7,250 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER COMPANY INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,066 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $221,464 | $113,293+95.5% | $67,502+228.1% | $199,593+11.0% |
| Participation rate | 81.2% | 73.3%+7.9pp | 72.9%+8.3pp | 72.0%+9.2pp |
| Annual return | 11.74% | 15.88%-4.1pp | 3512.12%-3500.4pp | 34.25%-22.5pp |
| Employer contribution / active EE | $7,225 | $3,401+112.5% | $2,731+164.6% | $3,034+138.1% |
| Participant deferral / active EE | $8,133 | $4,159+95.6% | $4,000+103.3% | $5,087+59.9% |
| Admin fee / account holder | $96 | $103-6.5% | $3,998-97.6% | $269-64.3% |