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 | $94,401 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $24,948 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,585 | $47,126+34.9% | $149,673-57.5% | $74,419-14.6% |
| Participation rate | 88.9% | 63.4%+25.5pp | 78.8%+10.1pp | 70.7%+18.2pp |
| Annual return | 13.08% | 22.75%-9.7pp | 134.42%-121.3pp | 34.38%-21.3pp |
| Employer contribution / active EE | $1,285 | $1,905-32.5% | $4,818-73.3% | $2,637-51.3% |
| Participant deferral / active EE | $5,748 | $2,728+110.7% | $5,680+1.2% | $4,528+26.9% |
| Admin fee / account holder | $90 | $343-73.6% | $13,210-99.3% | $348-74.0% |