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 | $23,500 |
CARON & BLETZER, PLLC8+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 ATTN REVENUE CREDIT ACCT PR TM · KINGSTON, NH 038480668 | Accounting | $13,500 |
THE ANGELL PENSION GROUP, INC.8+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202 | Other Services | $9,050 |
Filed as: FIDELITY INVST INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,111 | $79,124+56.9% | $60,874+103.9% | $64,808+91.5% |
| Participation rate | 98.7% | 77.7%+21.0pp | 73.1%+25.6pp | 71.5%+27.2pp |
| Annual return | -12.11% | -7.13%-5.0pp | 16.90%-29.0pp | 32.82%-44.9pp |
| Employer contribution / active EE | $5,532 | $3,050+81.4% | $2,701+104.8% | $2,506+120.8% |
| Participant deferral / active EE | $4,463 | $3,725+19.8% | $3,817+16.9% | $4,310+3.6% |
| Admin fee / account holder | $26 | $106-75.3% | $3,224-99.2% | $188-86.1% |