Filed February 1, 2005
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: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $36,761 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,477 |
Filed as: ANGELL PENSION GROUP, LLC Service code 13 | Contract Administrator | $10,503 |
Filed as: ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,742 | $76,050+32.5% | $96,544+4.3% | $71,457+41.0% |
| Participation rate | 75.7% | 74.4%+1.2pp | 76.0%-0.3pp | 67.9%+7.7pp |
| Annual return | 17.23% | 22.81%-5.6pp | 25.84%-8.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $5,020 | $2,244+123.7% | $2,965+69.3% | $2,588+94.0% |
| Participant deferral / active EE | $7,925 | $4,215+88.0% | $4,851+63.4% | $4,289+84.8% |
| Admin fee / account holder | $464 | $2,707-82.9% | $8,252-94.4% | $1,587-70.8% |