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) | $57,138 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $12,000 |
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $5,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,989 | $96,018-87.5% | $65,493-81.7% | $85,563-86.0% |
| Participation rate | 63.4% | 74.8%-11.4pp | 73.1%-9.7pp | 66.0%-2.5pp |
| Annual return | 16.51% | 14.51%+2.0pp | 982.45%-965.9pp | 31.51%-15.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $0 | $4,055-100.0% | $3,961-100.0% | $4,375-100.0% |
| Admin fee / account holder | $63 | $271-76.8% | $5,028-98.8% | $834-92.5% |