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 |
|---|---|---|
MP P.C.3 years Service code 10 · EIN 04-3191789 ONE MONARCH PLACE SUITE 900 · SPRINGFIELD, MA 011444006 | Accounting | $16,650 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 101 FEDERAL ST SUITE 1900 · BOSTON, MA 021101861 | Other Fees | $6,750 |
Filed as: THE ANGELL PNSION GROUP, INC. Service code 99 · EIN 04-2530412 88 BOYD AVE. · EAST PROVIDENCE, RI 029141202 | Other Fees | $6,645 |
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 | $137,710 | $84,948+62.1% | $70,449+95.5% | $73,409+87.6% |
| Participation rate | 98.1% | 79.9%+18.2pp | 75.1%+23.1pp | 72.2%+26.0pp |
| Annual return | 12.23% | 13.39%-1.2pp | 109.03%-96.8pp | 59.29%-47.1pp |
| Employer contribution / active EE | $4,307 | $2,834+52.0% | $2,737+57.4% | $2,234+92.8% |
| Participant deferral / active EE | $5,323 | $3,387+57.1% | $3,709+43.5% | $3,805+39.9% |
| Admin fee / account holder | $27 | $98-72.5% | $3,845-99.3% | $158-82.9% |