Filed November 8, 2007
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 33 · EIN 47-1411118 FBO BAYSTATE FIDUCIARY ADVISORS · BOSTON, MA 021101861 | Securities brokerage | $23,500 |
CARON & BLETZER, PLLC10+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 ATTN REVENUE CREDIT ACCT PR TM · KINGSTON, NH 038480668 | Accounting | $17,400 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Other Fees | $9,312 |
Filed as: FIDELITY INVST INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,462 | $113,293+30.2% | $67,502+118.5% | $199,593-26.1% |
| Participation rate | 63.1% | 73.3%-10.3pp | 72.9%-9.8pp | 72.0%-8.9pp |
| Annual return | 11.66% | 15.88%-4.2pp | 3512.12%-3500.5pp | 34.25%-22.6pp |
| Employer contribution / active EE | $3,780 | $3,401+11.2% | $2,731+38.4% | $3,034+24.6% |
| Participant deferral / active EE | $3,096 | $4,159-25.6% | $4,000-22.6% | $5,087-39.1% |
| Admin fee / account holder | $28 | $103-73.0% | $3,998-99.3% | $269-89.7% |