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 | $20,000 |
CARON & BLETZER, PLLC4+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 ATTN REVENUE CREDIT ACCT PR TM · KINGSTON, NH 038480668 | Accounting | $12,300 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202 | Other Services | $8,375 |
Filed as: FIDELITY INVST INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $112,167 | $70,083+60.0% | $59,878+87.3% | $55,725+101.3% |
| Participation rate | 97.0% | 78.4%+18.6pp | 74.7%+22.3pp | 70.9%+26.1pp |
| Annual return | -3.50% | 3.13%-6.6pp | 3.46%-7.0pp | 244.93%-248.4pp |
| Employer contribution / active EE | $5,342 | $2,878+85.6% | $2,722+96.3% | $2,078+157.1% |
| Participant deferral / active EE | $3,548 | $3,079+15.2% | $3,402+4.3% | $3,356+5.7% |
| Admin fee / account holder | $25 | $70-63.8% | $3,590-99.3% | $115-77.9% |