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 INC2+ years Filed as: CES INS AGENCY Service code 49 | Other Services | $22,538 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $4,974 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,794 |
CES INS AGENCY INC2+ years Service code 49 · EIN 04-2865307 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,257 | $56,629+62.9% | $77,999+18.3% | $55,167+67.2% |
| Participation rate | 79.6% | 73.3%+6.3pp | 75.5%+4.0pp | 69.0%+10.6pp |
| Annual return | 7.94% | 2866.98%-2859.0pp | 425.96%-418.0pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,311 | $1,723-23.9% | $2,470-46.9% | $1,963-33.2% |
| Participant deferral / active EE | $3,243 | $2,777+16.8% | $3,497-7.3% | $3,054+6.2% |
| Admin fee / account holder | $24 | $467-94.9% | $5,480-99.6% | $504-95.3% |