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, PLLC6+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 ATTN REVENUE CREDIT ACCT PR TM · KINGSTON, NH 038480668 | Accounting | $12,700 |
THE ANGELL PENSION GROUP, INC.6+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202 | Other Services | $8,400 |
Filed as: FIDELITY INVST INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,451 | $84,948+63.0% | $70,449+96.5% | $73,409+88.6% |
| Participation rate | 97.5% | 79.9%+17.5pp | 75.1%+22.4pp | 72.2%+25.3pp |
| Annual return | 12.93% | 13.39%-0.5pp | 109.03%-96.1pp | 59.29%-46.4pp |
| Employer contribution / active EE | $3,166 | $2,834+11.7% | $2,737+15.7% | $2,234+41.7% |
| Participant deferral / active EE | $3,956 | $3,387+16.8% | $3,709+6.7% | $3,805+4.0% |
| Admin fee / account holder | $24 | $98-75.0% | $3,845-99.4% | $158-84.5% |