Filed January 1, 2012 (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 |
|---|---|---|
GUIDESPARK2 years Filed as: GUIDESPARK, INC. Service code 28 · EIN 26-2229814 | Investment Management | $65,186 |
BOSTON MEDICAL CENTER1 year Service code 14 · EIN 04-3314093 | Plan Administrator | $49,695 |
DANIEL DENNIS & COMPANY LLP3+ years Service code 10 · EIN 04-2734675 | Accounting | $43,500 |
AON CONSULTING1 year Filed as: AON HEWITT INVESMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $7,662 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,482 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,165 | $44,989+84.9% | $170,442-51.2% | $77,958+6.7% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 16.22% | 19.61%-3.4pp | 205.93%-189.7pp | 20.87%-4.6pp |
| Employer contribution / active EE | $4,430 | $1,466+202.1% | $5,433-18.5% | $2,310+91.7% |
| Participant deferral / active EE | $1,486 | $2,208-32.7% | $4,939-69.9% | $3,537-58.0% |
| Admin fee / account holder | $28 | $69-59.5% | $13,880-99.8% | $97-71.3% |