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 | $13,500 |
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 | $16,511 | $79,124-79.1% | $60,874-72.9% | $64,808-74.5% |
| Participation rate | 83.4% | 77.7%+5.7pp | 73.1%+10.3pp | 71.5%+12.0pp |
| Annual return | -13.82% | -7.13%-6.7pp | 16.90%-30.7pp | 32.82%-46.6pp |
| Employer contribution / active EE | $3,296 | $3,050+8.1% | $2,701+22.0% | $2,506+31.5% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $73 | $106-30.5% | $3,224-97.7% | $188-60.9% |