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 | $58,219 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,200 |
DANA-FARBER CANCER INSTITUTE6+ years Service code 30 · EIN 04-2263040 | Employee (plan) | $38,722 |
EDUKATE, INC5 years Service code 49 · EIN 46-3834941 | Other Services | $25,000 |
CAMMACK LARHETTE ADVISORS5 years Service code 28 · EIN 20-4668732 | Investment Management | $24,375 |
CARON & BLETZER, PLLC6+ years Service code 10 · EIN 04-3499945 | Accounting | $24,175 |
Filed as: MCDERMOTT WILL & EMORY Service code 29 · EIN 36-1453176 | Legal | $6,078 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $950 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $275 |
Filed as: FIDELITY INV. INS. OPS. CO., INC. Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,455 | $63,259+1.9% | $178,490-63.9% | $93,223-30.9% |
| Participation rate | 91.2% | 72.1%+19.0pp | 81.9%+9.2pp | 74.9%+16.3pp |
| Annual return | 17.88% | 19.93%-2.0pp | 151.07%-133.2pp | 19.29%-1.4pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $5,011-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $6,941 | $3,372+105.8% | $5,202+33.4% | $4,563+52.1% |
| Admin fee / account holder | $24 | $58-57.9% | $13,984-99.8% | $79-69.2% |