Filed April 1, 2014 (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 |
|---|---|---|
BAYSTATE FINANCIAL SERVICES, LLC2+ years Filed as: BAYSTATE FIDUCIARY ADVISORS, INC. Service code 99 · EIN 04-3595878 101 FEDERAL ST SUITE 1900 · BOSTON, MA 02110 | Other Fees | $6,000 |
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 | $113,011 | $68,408+65.2% | $57,179+97.6% | $57,658+96.0% |
| Participation rate | 99.8% | 79.1%+20.6pp | 75.3%+24.4pp | 70.2%+29.5pp |
| Annual return | 6.67% | 8.51%-1.8pp | 14.59%-7.9pp | 5.13%+1.5pp |
| Employer contribution / active EE | $5,768 | $2,869+101.0% | $2,682+115.0% | $1,974+192.2% |
| Participant deferral / active EE | $5,718 | $2,903+96.9% | $3,096+84.7% | $3,061+86.8% |
| Admin fee / account holder | $13 | $70-81.8% | $3,139-99.6% | $95-86.6% |