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 |
|---|---|---|
CARON & BLETZER, PLLC1+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 ATTN REVENUE CREDIT ACCT PR TM · KINGSTON, NH 038480668 | Accounting | $11,250 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202 | Other Services | $8,246 |
LPL FINANCIAL1+ years Service code 33 · EIN 04-3046611 FBO BAYSTATE FIDUCIARY ADVISORS · BOSTON, MA 021101861 | Securities brokerage | $5,149 |
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 | $105,162 | $67,166+56.6% | $57,343+83.4% | $55,191+90.5% |
| Participation rate | 95.9% | 77.7%+18.2pp | 75.1%+20.8pp | 69.2%+26.8pp |
| Annual return | 1.76% | 4.22%-2.5pp | 24.39%-22.6pp | 10.78%-9.0pp |
| Employer contribution / active EE | $5,188 | $2,812+84.5% | $2,689+93.0% | $1,899+173.2% |
| Participant deferral / active EE | $3,406 | $2,835+20.1% | $3,162+7.7% | $3,046+11.8% |
| Admin fee / account holder | $17 | $44-60.0% | $3,356-99.5% | $91-80.8% |