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 |
|---|---|---|
BAYSTATE FINANCIAL SERVICES, LLC1 year Filed as: BAYSTATE FIDUCIARY ADVISORS Service code 99 · EIN 22-2000222 | Other Fees | $24,500 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $24,500 |
Filed as: ALEXANDER ARONSON FINNING Service code 99 · EIN 04-2571780 | Other Fees | $21,240 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: ANGELL PENSION GROUP, INC Service code 99 | Other Fees | $7,613 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 99 · EIN 04-2530413 | Other Fees | $7,613 |
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 | $33,638 | $37,196-9.6% | $154,107-78.2% | $55,725-39.6% |
| Participation rate | 50.8% | 64.1%-13.3pp | 83.0%-32.2pp | 70.9%-20.0pp |
| Annual return | -5.39% | 1319.68%-1325.1pp | 735.12%-740.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,035 | $1,614-35.9% | $5,298-80.5% | $2,078-50.2% |
| Participant deferral / active EE | $1,538 | $2,068-25.6% | $5,081-69.7% | $3,356-54.2% |
| Admin fee / account holder | $98 | $102-3.7% | $13,411-99.3% | $115-15.1% |