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 | $141,031 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $25,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,309 | $46,292+21.6% | $143,757-60.8% | $64,808-13.1% |
| Participation rate | 91.4% | 64.2%+27.2pp | 80.3%+11.1pp | 71.5%+19.9pp |
| Annual return | -13.34% | -10.05%-3.3pp | -0.04%-13.3pp | 32.82%-46.2pp |
| Employer contribution / active EE | $2,997 | $1,910+56.9% | $4,951-39.5% | $2,506+19.6% |
| Participant deferral / active EE | $5,154 | $2,646+94.8% | $5,637-8.6% | $4,310+19.6% |
| Admin fee / account holder | $130 | $154-15.7% | $14,673-99.1% | $188-31.0% |