Filed December 16, 2011
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 |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $98,847 |
Filed as: FIDUCIARY ADVISORS LLC Service code 26 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Participants) | $34,608 |
Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 88 BOYD AVE · EAST PROVIDENCE, RI 029141202 | Contract Administrator | $5,966 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,209 | $83,884+66.0% | $64,056+117.3% | $74,419+87.1% |
| Participation rate | 80.9% | 76.6%+4.2pp | 72.3%+8.6pp | 70.7%+10.1pp |
| Annual return | 15.03% | 16.57%-1.5pp | 33.69%-18.7pp | 34.38%-19.4pp |
| Employer contribution / active EE | $4,941 | $3,084+60.2% | $2,747+79.9% | $2,637+87.3% |
| Participant deferral / active EE | $3,349 | $3,692-9.3% | $3,880-13.7% | $4,528-26.0% |
| Admin fee / account holder | $96 | $196-51.0% | $3,068-96.9% | $348-72.4% |