Filed April 1, 2014 (most recent of 2 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 |
|---|---|---|
HAMPSHIRE COLLEGE1 year Service code 99 · EIN 04-6130872 893 WEST ST · AMHERST, MA 01002 | Other Fees | $26,712 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202 | Other Fees | $7,112 |
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 | $125,332 | $74,552+68.1% | $62,995+99.0% | $69,631+80.0% |
| Participation rate | 99.5% | 78.3%+21.2pp | 74.8%+24.7pp | 70.7%+28.8pp |
| Annual return | 13.47% | 15.77%-2.3pp | 87.57%-74.1pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $5,846 | $2,929+99.6% | $2,759+111.9% | $2,032+187.7% |
| Participant deferral / active EE | $5,839 | $2,974+96.3% | $3,329+75.4% | $3,224+81.1% |
| Admin fee / account holder | $35 | $59-40.4% | $3,600-99.0% | $110-67.9% |