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 | $18,311 |
CARON & BLETZER, PLLC3+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 ATTN REVENUE CREDIT ACCT PR TM · KINGSTON, NH 038480668 | Accounting | $11,775 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202 | Other Services | $7,750 |
Filed as: FIDELITY INVST INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $419 |
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 | $121,907 | $74,552+63.5% | $62,995+93.5% | $69,631+75.1% |
| Participation rate | 97.3% | 78.3%+19.0pp | 74.8%+22.5pp | 70.7%+26.6pp |
| Annual return | 14.38% | 15.77%-1.4pp | 87.57%-73.2pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $5,172 | $2,929+76.6% | $2,759+87.5% | $2,032+154.5% |
| Participant deferral / active EE | $3,445 | $2,974+15.8% | $3,329+3.5% | $3,224+6.9% |
| Admin fee / account holder | $25 | $59-58.5% | $3,600-99.3% | $110-77.7% |