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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $32,500 |
CARON & BLETZER, PLLC1+ years Service code 10 · EIN 04-3499945 | Accounting | $20,009 |
DANA-FARBER CANCER INSTITUTE1+ years Service code 35 · EIN 04-2263040 | Direct payment from the plan; Employe... | $12,485 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $1,801 |
FID INV INST OPS CO1+ years Filed as: FID INV INSTITUTIONAL OPS CO. INC Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
FID INV INST OPS CO1+ years Filed as: FID INV INSTITUTIONAL OPS CO. INC. Service code 60 | Sub-TA Fees | $0 |
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 | $66,137 | $37,039+78.6% | $147,614-55.2% | $59,188+11.7% |
| Participation rate | 99.6% | 63.8%+35.8pp | 84.6%+14.9pp | 69.4%+30.1pp |
| Annual return | 1.12% | 7.19%-6.1pp | 61.98%-60.9pp | 5.51%-4.4pp |
| Employer contribution / active EE | $7,604 | $1,353+462.0% | $5,564+36.6% | $2,098+262.4% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $15 | $60-75.7% | $11,611-99.9% | $92-84.2% |