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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,216 |
DANA-FARBER CANCER INSTITUTE8+ years Service code 30 · EIN 04-2263040 | Employee (plan) | $43,136 |
CARON & BLETZER, PLLC8+ years Service code 10 · EIN 04-3499945 | Accounting | $27,425 |
EDUKATE, INC7 years Service code 49 · EIN 46-3834941 | Other Services | $25,000 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 · EIN 26-0058143 | Consulting | $24,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,015 |
Service code 29 · EIN 94-2952627 | Legal | $7,559 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,910 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $250 |
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 | $54,834 | $52,346+4.8% | $143,757-61.9% | $78,044-29.7% |
| Participation rate | 82.1% | 72.7%+9.4pp | 80.3%+1.8pp | 74.4%+7.6pp |
| Annual return | -14.58% | -14.19%-0.4pp | -0.04%-14.5pp | 10.87%-25.5pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,951-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $6,716 | $3,800+76.7% | $5,637+19.1% | $5,084+32.1% |
| Admin fee / account holder | $19 | $63-69.6% | $14,673-99.9% | $79-75.6% |