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 |
|---|---|---|
Filed as: CAMMACK Service code 27 · EIN 20-4668732 | Advisory (Plan) | $32,614 |
DANA-FARBER CANCER INSTITUTE3+ years Service code 35 · EIN 04-2263040 | Employee (plan sponsor); Direct payme... | $27,363 |
CARON & BLETZER, PLLC3+ years Service code 10 · EIN 04-3499945 | Accounting | $20,600 |
Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $11,076 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $35 |
FID INV INST OPS CO3+ years Filed as: FID INV INSTITUTIONAL OPS CO. INC Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $113,888 | $44,989+153.1% | $170,442-33.2% | $77,958+46.1% |
| Participation rate | 49.1% | 64.6%-15.5pp | 83.6%-34.5pp | 71.6%-22.5pp |
| Annual return | 19.36% | 19.61%-0.3pp | 205.93%-186.6pp | 20.87%-1.5pp |
| Employer contribution / active EE | $7,771 | $1,466+430.0% | $5,433+43.0% | $2,310+236.3% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $25 | $69-64.4% | $13,880-99.8% | $97-74.8% |