Filed July 21, 2015 (most recent of 3 filings on file)
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,902 |
THE ANGELL PENSION GROUP, INC.5+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $7,188 |
THE ANGELL PENSION GROUP, INC.5+ years Filed as: THE ANGELL PENSION GROUP Service code 49 · EIN 04-2530412 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $87,188 | $98,982-11.9% | $162,163-46.2% | $65,185+33.8% |
| Participation rate | 98.1% | 85.8%+12.3pp | 87.6%+10.5pp | 70.2%+27.9pp |
| Annual return | 20.44% | 24.84%-4.4pp | 115.59%-95.2pp | 29.38%-8.9pp |
| Employer contribution / active EE | $3,825 | $3,467+10.4% | $5,614-31.9% | $2,177+75.8% |
| Participant deferral / active EE | $6,314 | $5,384+17.3% | $7,298-13.5% | $3,514+79.7% |
| Admin fee / account holder | $224 | $596-62.4% | $10,843-97.9% | $847-73.5% |