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.9+ years Service code 11 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Actuarial | $23,939 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON PC Service code 29 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Legal | $9,258 |
CARON & BLETZER, PLLC9+ years Service code 10 · EIN 04-3499945 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $8,500 |
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 | $52,477-100.0% | $157,677-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 28.6%-28.6pp | 11.0%-11.0pp |
| Annual return | 11.48% | 9.01%+2.5pp | 8.39%+3.1pp | 8.23%+3.3pp |
| Employer contribution / active EE | $15,681 | $10,608+47.8% | $41,487-62.2% | $13,859+13.1% |
| Participant deferral / active EE | $0 | $350-100.0% | $40-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $6,127-100.0% | $3,303-100.0% | $1,652-100.0% |