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, PLLC9+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 ATTN REVENUE CREDIT ACCT PR TM · KINGSTON, NH 038480668 | Accounting | $14,500 |
Filed as: FIDELITY INVST INST OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $156 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,324 | $83,884+57.7% | $64,056+106.6% | $74,419+77.8% |
| Participation rate | 98.5% | 76.6%+21.9pp | 72.3%+26.2pp | 70.7%+27.8pp |
| Annual return | 15.02% | 16.57%-1.5pp | 33.69%-18.7pp | 34.38%-19.4pp |
| Employer contribution / active EE | $5,568 | $3,084+80.6% | $2,747+102.7% | $2,637+111.1% |
| Participant deferral / active EE | $4,722 | $3,692+27.9% | $3,880+21.7% | $4,528+4.3% |
| Admin fee / account holder | $24 | $196-87.9% | $3,068-99.2% | $348-93.2% |