Filed August 31, 2016 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 10 | Accounting | $17,715 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,737 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $13,447 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $8,781 |
Filed as: ALEXANDER ARONSON FINNING & CO Service code 10 · EIN 04-2571780 | Accounting | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,141 | $46,173+15.1% | $170,442-68.8% | $69,631-23.7% |
| Participation rate | 86.9% | 63.9%+23.0pp | 83.6%+3.3pp | 70.7%+16.2pp |
| Annual return | 16.70% | 21.62%-4.9pp | 205.93%-189.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $3,961 | $1,610+146.0% | $5,433-27.1% | $2,032+94.9% |
| Participant deferral / active EE | $4,640 | $2,080+123.0% | $4,939-6.1% | $3,224+43.9% |
| Admin fee / account holder | $27 | $116-76.3% | $13,880-99.8% | $110-75.1% |