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 ADVISORS2+ years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $32,500 |
DANA-FARBER CANCER INSTITUTE2+ years Service code 35 · EIN 04-2263040 | Employee (plan sponsor); Direct payme... | $23,563 |
CARON & BLETZER, PLLC2+ years Service code 10 · EIN 04-3499945 | Accounting | $20,300 |
CHIMENTO AND WEBB PC1 year Filed as: CHIMENTO & WEBB, P.C. Service code 29 · EIN 47-1507939 | Legal | $18,228 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $10,150 |
FID INV INST OPS CO2+ 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 | $71,271 | $37,213+91.5% | $156,549-54.5% | $63,975+11.4% |
| Participation rate | 93.8% | 65.0%+28.8pp | 84.0%+9.7pp | 71.1%+22.6pp |
| Annual return | 7.87% | 47.89%-40.0pp | 32.23%-24.4pp | 48.65%-40.8pp |
| Employer contribution / active EE | $7,789 | $1,357+474.0% | $5,501+41.6% | $2,182+257.0% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $22 | $56-61.3% | $13,027-99.8% | $70-69.1% |