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 13 · EIN 42-0127290 | Contract Administrator | $41,054 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $16,356 |
Filed as: ALEXANDER ARONSON FINNING & CO Service code 10 · EIN 04-2571780 | Accounting | $0 |
Service code 10 | Accounting | $0 |
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 | $46,926 | $37,196+26.2% | $154,107-69.5% | $55,725-15.8% |
| Participation rate | 91.6% | 64.1%+27.5pp | 83.0%+8.6pp | 70.9%+20.8pp |
| Annual return | 34.79% | 1319.68%-1284.9pp | 735.12%-700.3pp | 244.93%-210.1pp |
| Employer contribution / active EE | $3,227 | $1,614+99.9% | $5,298-39.1% | $2,078+55.3% |
| Participant deferral / active EE | $3,750 | $2,068+81.3% | $5,081-26.2% | $3,356+11.8% |
| Admin fee / account holder | $44 | $102-57.0% | $13,411-99.7% | $115-62.1% |