Filed April 27, 2015 (most recent of 6 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 |
|---|---|---|
THE ANGELL PENSION GROUP, INC.7+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 | Other Services | $23,490 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,495 | $121,341+26.5% | $189,513-19.0% | $79,386+93.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 17.36% | 21.08%-3.7pp | 555.15%-537.8pp | 116.85%-99.5pp |
| Employer contribution / active EE | $5,858 | $3,915+49.6% | $6,162-4.9% | $2,427+141.3% |
| Participant deferral / active EE | $5,787 | $6,395-9.5% | $8,221-29.6% | $4,046+43.0% |
| Admin fee / account holder | $33 | $651-95.0% | $12,045-99.7% | $626-94.8% |