Filed February 20, 2002
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 |
|---|---|---|
CES INS AGENCY INC1+ years Filed as: CES INS AGENCY Service code 49 | Other Services | $14,503 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $6,620 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,722 |
CES INS AGENCY INC1+ years Service code 49 · EIN 04-2865307 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,057 | $53,412+68.6% | $68,509+31.5% | $52,331+72.1% |
| Participation rate | 78.2% | 71.7%+6.6pp | 74.7%+3.5pp | 68.1%+10.1pp |
| Annual return | -0.69% | 3.42%-4.1pp | 8.27%-9.0pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,294 | $1,607-19.5% | $2,278-43.2% | $1,882-31.2% |
| Participant deferral / active EE | $3,256 | $2,688+21.1% | $3,382-3.7% | $3,022+7.7% |
| Admin fee / account holder | $44 | $461-90.5% | $5,275-99.2% | $592-92.6% |