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.10+ years Service code 11 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Actuarial | $23,499 |
CARON & BLETZER, PLLC10+ years Service code 10 · EIN 04-3499945 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $13,500 |
LITTLER MENDELSON, P.C.2 years Filed as: LITTLER MENDELSON PC Service code 29 ONE INTERNATIONAL PLACE · BOSTON, MA 02110 | Legal | $7,100 |
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 | $49,655-100.0% | $197,205-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 26.7%-26.7pp | 17.1%-17.1pp |
| Annual return | 10.99% | 9.82%+1.2pp | 9.79%+1.2pp | 9.82%+1.2pp |
| Employer contribution / active EE | $28,988 | $13,587+113.4% | $40,174-27.8% | $13,587+113.4% |
| Participant deferral / active EE | $0 | $81-100.0% | $199-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $1,949-100.0% | $2,893-100.0% |