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 | $10,984 |
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 | $17,372 | $83,884-79.3% | $64,056-72.9% | $74,419-76.7% |
| Participation rate | 82.9% | 76.6%+6.3pp | 72.3%+10.6pp | 70.7%+12.1pp |
| Annual return | 14.24% | 16.57%-2.3pp | 33.69%-19.4pp | 34.38%-20.1pp |
| Employer contribution / active EE | $3,084 | $3,0840% | $2,747+12.3% | $2,637+16.9% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $70 | $196-64.5% | $3,068-97.7% | $348-80.0% |