Filed April 20, 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 52 · EIN 04-1590850 | Indirect Investment Fees | $41,920 |
Filed as: FALLON COMMUNITY HEALTH PLAN INC. Service code 10 · EIN 23-7442369 | Accounting | $24,000 |
AMERICAN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-3073289 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,541 | $89,274-29.9% | $149,718-58.2% | $77,958-19.8% |
| Participation rate | 96.7% | 87.6%+9.1pp | 87.1%+9.7pp | 71.6%+25.1pp |
| Annual return | 19.30% | 20.36%-1.1pp | 1501.63%-1482.3pp | 20.87%-1.6pp |
| Employer contribution / active EE | $2,431 | $3,727-34.8% | $5,445-55.4% | $2,310+5.2% |
| Participant deferral / active EE | $4,060 | $5,382-24.6% | $6,569-38.2% | $3,537+14.8% |
| Admin fee / account holder | $26 | $240-89.3% | $11,283-99.8% | $97-73.6% |