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 LLC5+ 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 11-1000111 | Other Fees | $11,300 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 99 · EIN 04-2530413 | Other Fees | $9,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,387 | $52,293-24.7% | $178,490-77.9% | $73,409-46.3% |
| Participation rate | 69.3% | 65.3%+3.9pp | 81.9%-12.7pp | 72.2%-2.9pp |
| Annual return | 14.59% | 34.75%-20.2pp | 151.07%-136.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,139 | $1,735-34.4% | $5,011-77.3% | $2,234-49.0% |
| Participant deferral / active EE | $1,939 | $2,332-16.8% | $5,202-62.7% | $3,805-49.0% |
| Admin fee / account holder | $85 | $127-33.3% | $13,984-99.4% | $158-46.2% |