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 |
|---|---|---|
MEYERS BROTHERS KALICKA, PC2 years Filed as: MEYERS BROTHERS KALICKA PC Service code 27 330 WHITNEY AVE STE 800 · HOLYOKE, MA 01040 | Advisory (Plan) | $16,500 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · E PROVIDENCE, RI 02914 | Contract Administrator | $4,177 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,404 | $88,083-45.0% | $164,813-70.6% | $74,495-35.0% |
| Participation rate | 80.2% | 73.0%+7.1pp | 78.6%+1.6pp | 67.2%+13.0pp |
| Annual return | 10.13% | 17.26%-7.1pp | 69.93%-59.8pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $2,291 | $2,593-11.6% | $4,341-47.2% | $2,623-12.6% |
| Participant deferral / active EE | $4,472 | $4,498-0.6% | $6,031-25.9% | $4,346+2.9% |
| Admin fee / account holder | $8 | $2,234-99.7% | $12,690-99.9% | $1,942-99.6% |