Filed December 20, 2013 (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 64 · EIN 04-2647786 | Recordkeeping Fees | $140,809 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,087 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $32,500 |
DANA-FARBER CANCER INSTITUTE10+ years Service code 35 · EIN 04-2263040 | Direct payment from the plan; Employe... | $26,272 |
CARON & BLETZER, PLLC10+ years Service code 10 · EIN 04-3499945 | Accounting | $25,025 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,548 |
FID INV INST OPS CO10+ years Filed as: FID INV INSTITUTIONAL OPS CO. INC Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,982 | $67,679+38.9% | $155,509-39.6% | $99,062-5.1% |
| Participation rate | 94.2% | 67.2%+27.0pp | 78.2%+16.0pp | 71.6%+22.5pp |
| Annual return | 15.63% | 16.16%-0.5pp | 64.67%-49.0pp | 17.66%-2.0pp |
| Employer contribution / active EE | $9,027 | $2,268+297.9% | $4,672+93.2% | $3,262+176.7% |
| Participant deferral / active EE | $0 | $3,828-100.0% | $5,626-100.0% | $5,331-100.0% |
| Admin fee / account holder | $34 | $94-64.2% | $15,912-99.8% | $109-69.2% |