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 LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $18,375 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: ANGELL PENSION GROUP, INC Service code 99 | Other Fees | $8,872 |
Filed as: ALEXANDER ARONSON FINNING Service code 99 · EIN 04-2571780 | Other Fees | $5,602 |
THE ANGELL PENSION GROUP, INC.2+ 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 | $34,624 | $46,173-25.0% | $170,442-79.7% | $69,631-50.3% |
| Participation rate | 65.4% | 63.9%+1.5pp | 83.6%-18.2pp | 70.7%-5.3pp |
| Annual return | 15.95% | 21.62%-5.7pp | 205.93%-190.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $821 | $1,610-49.0% | $5,433-84.9% | $2,032-59.6% |
| Participant deferral / active EE | $1,311 | $2,080-37.0% | $4,939-73.5% | $3,224-59.3% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |