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) | $29,000 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $16,150 |
BDO USA, LLP6 years Service code 10 5300 PATTERSON AVE SE, STE 100 · GRAND RAPIDS, MI 49512 | Accounting | $15,000 |
Filed as: EMPOWER ANNUITY INSURANCE 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 | $72,728 | $106,236-31.5% | $112,228-35.2% | $64,808+12.2% |
| Participation rate | 95.2% | 71.7%+23.6pp | 75.1%+20.2pp | 71.5%+23.8pp |
| Annual return | -16.69% | -6.02%-10.7pp | 27.45%-44.1pp | 32.82%-49.5pp |
| Employer contribution / active EE | $4,533 | $3,166+43.2% | $3,635+24.7% | $2,506+80.9% |
| Participant deferral / active EE | $5,783 | $3,785+52.8% | $4,728+22.3% | $4,310+34.2% |
| Admin fee / account holder | $182 | $452-59.7% | $6,410-97.2% | $188-3.1% |