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 | $15,000 |
CARON & BLETZER, PLLC7+ 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.7+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202 | Other Services | $9,125 |
Filed as: FIDELITY INVST INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,784 | $94,833+54.8% | $75,696+93.9% | $86,799+69.1% |
| Participation rate | 98.5% | 79.1%+19.4pp | 74.8%+23.7pp | 72.3%+26.3pp |
| Annual return | 12.37% | 16.91%-4.5pp | 104.53%-92.2pp | 97.91%-85.5pp |
| Employer contribution / active EE | $3,115 | $2,904+7.2% | $2,743+13.6% | $2,405+29.5% |
| Participant deferral / active EE | $4,189 | $3,632+15.3% | $3,821+9.6% | $4,131+1.4% |
| Admin fee / account holder | $22 | $109-79.7% | $3,619-99.4% | $170-87.0% |