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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $23,297 |
CES INS AGENCY INC3+ years Filed as: CES INS AGENCY Service code 49 | Other Services | $6,071 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $5,587 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,154 |
CES INS AGENCY INC3+ 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 | $101,286 | $63,299+60.0% | $91,001+11.3% | $62,292+62.6% |
| Participation rate | 84.2% | 73.3%+10.9pp | 75.6%+8.6pp | 69.5%+14.7pp |
| Annual return | 15.55% | 20.99%-5.4pp | 4.60%+10.9pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,944 | $1,807+7.6% | $2,456-20.8% | $2,042-4.8% |
| Participant deferral / active EE | $3,667 | $2,943+24.6% | $3,547+3.4% | $3,169+15.7% |
| Admin fee / account holder | $17 | $468-96.3% | $5,417-99.7% | $479-96.4% |