Filed February 15, 2008 (most recent of 5 filings on file)
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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 · EIN 84-1532243 | Investment Management | $14,984 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: AFC PENSIONS, INC. Service code 13 200 RESERVOIR ST · NEEDHAM, MA 02494 | Contract Administrator | $14,270 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,632 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,071 | $50,464+9.1% | $75,781-27.3% | $52,331+5.2% |
| Participation rate | 85.0% | 66.8%+18.2pp | 75.8%+9.2pp | 68.1%+16.9pp |
| Annual return | -3.99% | 1.03%-5.0pp | 9.68%-13.7pp | 4.54%-8.5pp |
| Employer contribution / active EE | $638 | $1,988-67.9% | $3,323-80.8% | $1,882-66.1% |
| Participant deferral / active EE | $3,698 | $2,570+43.9% | $3,651+1.3% | $3,022+22.4% |
| Admin fee / account holder | $291 | $1,103-73.6% | $5,299-94.5% | $592-50.8% |