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, PLLC2+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 ATTN REVENUE CREDIT ACCT PR TM · KINGSTON, NH 038480668 | Accounting | $11,550 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202 | Other Services | $8,250 |
Service code 33 · EIN 47-1411118 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 | $110,095 | $68,408+60.9% | $57,179+92.5% | $57,658+90.9% |
| Participation rate | 99.7% | 79.1%+20.6pp | 75.3%+24.4pp | 70.2%+29.5pp |
| Annual return | 6.96% | 8.51%-1.6pp | 14.59%-7.6pp | 5.13%+1.8pp |
| Employer contribution / active EE | $5,275 | $2,869+83.8% | $2,682+96.6% | $1,974+167.2% |
| Participant deferral / active EE | $3,569 | $2,903+22.9% | $3,096+15.3% | $3,061+16.6% |
| Admin fee / account holder | $24 | $70-65.7% | $3,139-99.2% | $95-74.7% |