Filed January 24, 2013
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 9-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: MEYERS BROTHERS KALICKA PC Service code 27 330 WHITNEY AVE STE 800 · HOLYOKE, MA 01040 | Advisory (Plan) | $16,000 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · E PROVIDENCE, RI 02914 | Contract Administrator | $3,197 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,543 | $91,538-33.9% | $129,995-53.4% | $75,163-19.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 10.07% | -631.11%+641.2pp | -137.18%+147.2pp | 160.62%-150.5pp |
| Employer contribution / active EE | $2,675 | $2,845-6.0% | $4,320-38.1% | $2,670+0.2% |
| Participant deferral / active EE | $4,893 | $4,341+12.7% | $5,820-15.9% | $4,125+18.6% |
| Admin fee / account holder | $5 | $6,790-99.9% | $10,614-99.9% | $5,651-99.9% |