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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,831 |
DANA-FARBER CANCER INSTITUTE9+ years Service code 35 · EIN 04-2263040 | Direct payment from the plan; Employe... | $47,708 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $32,500 |
CARON & BLETZER, PLLC9+ years Service code 10 · EIN 04-3499945 | Accounting | $5,625 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,594 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,225 |
FID INV INST OPS CO9+ 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 | $85,146 | $59,339+43.5% | $149,673-43.1% | $103,482-17.7% |
| Participation rate | 84.6% | 70.2%+14.4pp | 78.8%+5.8pp | 73.3%+11.3pp |
| Annual return | 20.36% | 77.78%-57.4pp | 134.42%-114.1pp | 33.11%-12.7pp |
| Employer contribution / active EE | $8,437 | $2,178+287.4% | $4,818+75.1% | $3,208+163.0% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $5,680-100.0% | $5,207-100.0% |
| Admin fee / account holder | $18 | $103-82.1% | $13,210-99.9% | $114-83.9% |