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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $121,179 |
Filed as: GLOBAL RETIREMENT SERVICES Service code 99 | Other Fees | $21,083 |
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Other Services | $12,567 |
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 | $21,307 | $91,762-76.8% | $67,502-68.4% | $77,643-72.6% |
| Participation rate | 79.3% | 75.9%+3.4pp | 72.9%+6.4pp | 70.6%+8.7pp |
| Annual return | 13.17% | 14.87%-1.7pp | 3512.12%-3498.9pp | 31.24%-18.1pp |
| Employer contribution / active EE | $3,619 | $3,181+13.8% | $2,731+32.5% | $2,726+32.8% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $88 | $176-50.2% | $3,998-97.8% | $430-79.6% |