Filed November 2, 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 ANGELL PENSION GROUP, INC.8+ years Service code 11 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Actuarial | $23,403 |
CARON & BLETZER, PLLC8+ years Service code 10 · EIN 04-3499945 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $9,788 |
See 1 actuary disclosure. $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.
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 | $0 | $49,218-100.0% | $339,002-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 39.1%-39.1pp | 12.4%-12.4pp |
| Annual return | 5.02% | 7.73%-2.7pp | 12.78%-7.8pp | 9.89%-4.9pp |
| Employer contribution / active EE | $14,546 | $15,115-3.8% | $44,816-67.5% | $14,313+1.6% |
| Participant deferral / active EE | $0 | $300-100.0% | $33-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,821-100.0% | $2,002-100.0% | $9,084-100.0% |