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, PLLC5+ 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.5+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202 | Other Services | $9,500 |
Filed as: FIDELITY INVST INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $25 |
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 | $126,074 | $95,542+32.0% | $69,455+81.5% | $67,579+86.6% |
| Participation rate | 99.0% | 79.4%+19.6pp | 74.6%+24.4pp | 71.3%+27.7pp |
| Annual return | 18.11% | 17.67%+0.4pp | 28.97%-10.9pp | 378.56%-360.4pp |
| Employer contribution / active EE | $4,967 | $2,989+66.2% | $2,779+78.7% | $2,148+131.3% |
| Participant deferral / active EE | $3,473 | $3,263+6.4% | $3,535-1.8% | $3,539-1.9% |
| Admin fee / account holder | $25 | $90-72.3% | $3,839-99.4% | $142-82.5% |