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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,840 |
DANA-FARBER CANCER INSTITUTE4+ years Service code 30 · EIN 04-2263040 | Employee (plan) | $27,156 |
EDUKATE, INC3 years Service code 49 · EIN 46-3834941 | Other Services | $25,000 |
CARON & BLETZER, PLLC4+ years Service code 10 · EIN 04-3499945 | Accounting | $21,500 |
CAMMACK LARHETTE ADVISORS3 years Service code 28 · EIN 20-4668732 | Investment Management | $16,250 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,770 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $728 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $26 |
Filed as: FIDELITY INV. INS. OPS. CO., INC. Service code 60 | Sub-TA Fees | $0 |
UNUM LIFE INS. CO. OF AMERICA4+ years Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,606 | $45,382+7.1% | $154,107-68.5% | $75,289-35.4% |
| Participation rate | 95.9% | 65.9%+30.0pp | 83.0%+12.8pp | 72.4%+23.4pp |
| Annual return | -4.62% | -0.47%-4.2pp | 735.12%-739.7pp | -0.04%-4.6pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,226 | $2,384+161.1% | $5,081+22.5% | $3,739+66.5% |
| Admin fee / account holder | $17 | $89-80.5% | $13,411-99.9% | $102-83.0% |