Filed November 8, 2008
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: PINNACLE PENSION CONSULTANTS Service code 27 1492 HIGHLAND AVE, STE 9 · NEEDHAM, MA 02492 | Advisory (Plan) | $28,000 |
THE ANGELL PENSION GROUP, INC.7+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $14,567 |
BDO USA, LLP5 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $11,250 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,524 | $78,275+6.7% | $109,143-23.5% | $86,799-3.8% |
| Participation rate | 95.4% | 73.8%+21.5pp | 75.9%+19.5pp | 72.3%+23.1pp |
| Annual return | 14.70% | 19.14%-4.4pp | 25.75%-11.1pp | 97.91%-83.2pp |
| Employer contribution / active EE | $3,938 | $3,105+26.8% | $3,722+5.8% | $2,405+63.7% |
| Participant deferral / active EE | $5,552 | $3,641+52.5% | $4,653+19.3% | $4,131+34.4% |
| Admin fee / account holder | $180 | $198-9.2% | $6,752-97.3% | $170+6.3% |