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 | $18,939 |
DANA-FARBER CANCER INSTITUTE1+ years Service code 35 · EIN 04-2263040 | Employee (plan sponsor); Direct payme... | $12,485 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $125 |
Filed as: FIDELITY INV INST OPS CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
UNUM LIFE INS. CO. OF AMERICA1+ years Service code 15 · EIN 01-0278678 | Recordkeeping | $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 | $48,936 | $37,039+32.1% | $147,614-66.8% | $59,188-17.3% |
| Participation rate | 79.8% | 63.8%+16.1pp | 84.6%-4.8pp | 69.4%+10.4pp |
| Annual return | 3.28% | 7.19%-3.9pp | 61.98%-58.7pp | 5.51%-2.2pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $5,362 | $2,094+156.1% | $4,895+9.5% | $3,265+64.3% |
| Admin fee / account holder | $14 | $60-77.1% | $11,611-99.9% | $92-85.1% |