Filed April 5, 2006
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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $12,250 |
Filed as: ALEXANDER ARONSON FINNING Service code 99 · EIN 04-2571780 | Other Fees | $10,042 |
LPL FINANCIAL2+ years Service code 99 · EIN 04-3046611 | Other Fees | $6,250 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: ANGELL PENSION GROUP, INC Service code 99 | Other Fees | $5,450 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 99 · EIN 04-2530413 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,564 | $36,916-6.4% | $156,549-77.9% | $57,658-40.1% |
| Participation rate | 67.8% | 63.4%+4.4pp | 84.0%-16.2pp | 70.2%-2.4pp |
| Annual return | 7.21% | 12.38%-5.2pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $853 | $1,571-45.7% | $5,501-84.5% | $1,974-56.8% |
| Participant deferral / active EE | $1,373 | $1,926-28.7% | $4,871-71.8% | $3,061-55.1% |
| Admin fee / account holder | $7 | $82-91.6% | $13,027-99.9% | $95-92.7% |