Filed August 8, 2006
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 7-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 |
|---|---|---|
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVE · EAST PROVIDENDCE, RI 02914 | Other Services | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,457 | $80,724+299.5% | $103,333+212.1% | $74,495+332.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 25.38% | 27.56%-2.2pp | 24.88%+0.5pp | 1364.94%-1339.6pp |
| Employer contribution / active EE | $9,311 | $3,157+194.9% | $3,868+140.7% | $2,623+255.0% |
| Participant deferral / active EE | $7,972 | $3,860+106.5% | $5,057+57.6% | $4,346+83.4% |
| Admin fee / account holder | $47 | $2,368-98.0% | $8,355-99.4% | $1,942-97.6% |