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 |
|---|---|---|
Service code 99 · EIN 46-0927748 | Other Fees | $83,460 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $30,209 |
HARRY K. FRIEDMAN2+ years Service code 99 · EIN 03-4407517 | Other Fees | $24,996 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $18,035 |
FEELEY & DRISCOLL, PC1 year Filed as: FEELEY AND DRISCOLL Service code 99 200 PORTLAND ST · BOSTON, MA 02114 | Other Fees | $17,500 |
Filed as: FIDELITY INV INST OPER COMPANY INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $150,795 | $85,199+77.0% | $57,179+163.7% | $63,975+135.7% |
| Participation rate | 63.9% | 74.0%-10.1pp | 75.3%-11.4pp | 71.1%-7.2pp |
| Annual return | 7.73% | 10.43%-2.7pp | 14.59%-6.9pp | 48.65%-40.9pp |
| Employer contribution / active EE | $5,568 | $3,446+61.6% | $2,682+107.6% | $2,182+155.2% |
| Participant deferral / active EE | $4,362 | $3,109+40.3% | $3,096+40.9% | $3,356+30.0% |
| Admin fee / account holder | $63 | $39+62.8% | $3,139-98.0% | $70-10.7% |