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.9+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $17,650 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 50 ROCKEFELLER PLAZA · NEW YORK, NY 10020 | Accounting | $8,175 |
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 | $90,253 | $92,971-2.9% | $96,683-6.7% | $74,419+21.3% |
| Participation rate | 95.2% | 71.5%+23.7pp | 74.3%+20.9pp | 70.7%+24.5pp |
| Annual return | 20.43% | 37.49%-17.1pp | 35.69%-15.3pp | 34.38%-13.9pp |
| Employer contribution / active EE | $5,436 | $3,426+58.7% | $3,737+45.5% | $2,637+106.1% |
| Participant deferral / active EE | $5,901 | $3,970+48.6% | $4,878+21.0% | $4,528+30.3% |
| Admin fee / account holder | $184 | $633-70.9% | $6,730-97.3% | $348-47.1% |