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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,473 |
DANA-FARBER CANCER INSTITUTE6+ years Service code 35 · EIN 04-2263040 | Direct payment from the plan; Employe... | $42,151 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $38,528 |
CAMMACK LARHETTE ADVISORS3 years Service code 16 · EIN 20-4668732 | Consulting | $32,500 |
CARON & BLETZER, PLLC6+ years Service code 10 · EIN 04-3499945 | Accounting | $23,550 |
Filed as: MCDERMOTT WILL & EMORY Service code 29 · EIN 36-1453176 | Legal | $6,275 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $210 |
FID INV INST OPS CO6+ 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 | $93,571 | $56,095+66.8% | $178,490-47.6% | $90,288+3.6% |
| Participation rate | 92.2% | 65.6%+26.6pp | 81.9%+10.3pp | 73.4%+18.8pp |
| Annual return | 20.53% | 28.81%-8.3pp | 151.07%-130.5pp | 53.97%-33.4pp |
| Employer contribution / active EE | $6,232 | $1,572+296.4% | $5,011+24.4% | $2,524+146.9% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $27 | $101-72.7% | $13,984-99.8% | $114-75.9% |