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 | $105,903 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $21,221 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,273 | $52,293-3.9% | $178,490-71.8% | $73,409-31.5% |
| Participation rate | 91.4% | 65.3%+26.1pp | 81.9%+9.5pp | 72.2%+19.2pp |
| Annual return | 3.72% | 34.75%-31.0pp | 151.07%-147.4pp | 59.29%-55.6pp |
| Employer contribution / active EE | $2,490 | $1,735+43.5% | $5,011-50.3% | $2,234+11.5% |
| Participant deferral / active EE | $4,201 | $2,332+80.1% | $5,202-19.2% | $3,805+10.4% |
| Admin fee / account holder | $100 | $127-21.1% | $13,984-99.3% | $158-36.4% |