Filed April 24, 2007 (most recent of 2 filings on file)
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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $92,660 |
CARON & BLETZER, PLLC2+ years Filed as: CARON AND BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $16,750 |
NEW ENGLAND PENSION CONSULTANTS2+ years Filed as: NPEC, LLC Service code 16 · EIN 26-1429809 | Consulting | $7,169 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $241,462 | $74,024+226.2% | $77,999+209.6% | $57,658+318.8% |
| Participation rate | 95.1% | 79.7%+15.4pp | 75.5%+19.6pp | 70.2%+24.9pp |
| Annual return | 8.71% | 12.14%-3.4pp | 425.96%-417.3pp | 5.13%+3.6pp |
| Employer contribution / active EE | $5,993 | $2,365+153.4% | $2,470+142.6% | $1,974+203.6% |
| Participant deferral / active EE | $8,943 | $3,533+153.1% | $3,497+155.7% | $3,061+192.2% |
| Admin fee / account holder | $113 | $93+21.1% | $5,480-97.9% | $95+19.4% |