Filed January 18, 2014
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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $116,715 |
ALPHA PENSION GROUP, INC.2+ years Filed as: ALPHA PENSION GROUP Service code 27 | Advisory (Plan) | $23,000 |
Filed as: THE ANGELL PENSION GROUP Service code 13 | Contract Administrator | $11,237 |
Filed as: ALEXANDER ARONSON FINNING & CO, PC Service code 10 | Accounting | $7,210 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $3,137 |
Filed as: ALEXANDER ARONSON FINNING & CO, INC Service code 10 · EIN 04-2571780 | Accounting | $0 |
ALPHA PENSION GROUP, INC.3+ years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,550 | $74,552-79.1% | $62,995-75.3% | $69,631-77.7% |
| Participation rate | 79.2% | 78.3%+0.9pp | 74.8%+4.4pp | 70.7%+8.5pp |
| Annual return | 14.15% | 15.77%-1.6pp | 87.57%-73.4pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $2,304 | $2,929-21.3% | $2,759-16.5% | $2,032+13.4% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,329-100.0% | $3,224-100.0% |
| Admin fee / account holder | $107 | $59+80.3% | $3,600-97.0% | $110-3.0% |