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: GLOBAL RETIREMENT SERVICES Service code 99 | Other Fees | $23,000 |
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Other Services | $19,814 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,229 | $94,833-79.7% | $75,696-74.6% | $86,799-77.8% |
| Participation rate | 83.2% | 79.1%+4.1pp | 74.8%+8.3pp | 72.3%+10.9pp |
| Annual return | 14.08% | 16.91%-2.8pp | 104.53%-90.4pp | 97.91%-83.8pp |
| Employer contribution / active EE | $2,985 | $2,904+2.8% | $2,743+8.8% | $2,405+24.1% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,821-100.0% | $4,131-100.0% |
| Admin fee / account holder | $76 | $109-29.7% | $3,619-97.9% | $170-55.0% |