Filed August 14, 2003
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 |
|---|---|---|
Filed as: ANGELL PENSION GROUP, INC. Service code 13 88 BOYD AVE · E PROVIDENCE, RI 029141202 | Contract Administrator | $9,800 |
LION STREET ADVISORS LLC1 year Filed as: LION STREET ADVISORS, LLC Service code 27 515 CONGRESS AVE · AUSTIN, TX 78701 | Advisory (Plan) | $9,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,059 | $45,602+3.2% | $117,472-59.9% | $66,914-29.7% |
| Participation rate | 40.6% | 57.6%-17.1pp | 70.6%-30.0pp | 69.8%-29.2pp |
| Annual return | -12.71% | -16.74%+4.0pp | 29.74%-42.4pp | 1.58%-14.3pp |
| Employer contribution / active EE | $649 | $1,579-58.9% | $4,176-84.5% | $2,544-74.5% |
| Participant deferral / active EE | $2,614 | $2,845-8.1% | $4,070-35.8% | $4,237-38.3% |
| Admin fee / account holder | $156 | $661-76.4% | $5,645-97.2% | $593-73.7% |