Filed February 28, 2006 (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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $39,986 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $37,516 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $15,805 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,521 | $67,166+88.4% | $57,343+120.6% | $55,191+129.2% |
| Participation rate | 90.4% | 77.7%+12.7pp | 75.1%+15.3pp | 69.2%+21.2pp |
| Annual return | 1.78% | 4.22%-2.4pp | 24.39%-22.6pp | 10.78%-9.0pp |
| Employer contribution / active EE | $4,930 | $2,812+75.3% | $2,689+83.4% | $1,899+159.7% |
| Participant deferral / active EE | $4,641 | $2,835+63.7% | $3,162+46.8% | $3,046+52.4% |
| Admin fee / account holder | $28 | $44-36.2% | $3,356-99.2% | $91-69.4% |