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 ADVISORS4 years Service code 28 · EIN 20-4668732 | Investment Management | $32,500 |
DANA-FARBER CANCER INSTITUTE5+ years Service code 30 · EIN 04-2263040 | Employee (plan) | $30,089 |
EDUKATE, INC4 years Service code 49 · EIN 46-3834941 | Other Services | $25,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,189 |
CARON & BLETZER, PLLC5+ years Service code 10 · EIN 04-3499945 | Accounting | $23,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,906 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,686 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $630 |
Filed as: FIDELITY INV. INS. OPS. CO., INC. Service code 60 | Sub-TA Fees | $0 |
UNUM LIFE INS. CO. OF AMERICA5+ 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 | $56,404 | $53,565+5.3% | $172,739-67.3% | $82,204-31.4% |
| Participation rate | 89.9% | 69.6%+20.3pp | 82.6%+7.3pp | 73.4%+16.5pp |
| Annual return | 24.28% | 31.42%-7.1pp | 802.84%-778.6pp | 26.31%-2.0pp |
| Employer contribution / active EE | $0 | $1,857-100.0% | $5,143-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $6,278 | $3,006+108.9% | $5,198+20.8% | $4,246+47.9% |
| Admin fee / account holder | $20 | $61-66.9% | $13,954-99.9% | $76-73.1% |