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.10+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 | Other Services | $23,607 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,849 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,216 | $129,021+2.5% | $184,203-28.2% | $77,643+70.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 14.15% | 33.27%-19.1pp | 28.81%-14.7pp | 31.24%-17.1pp |
| Employer contribution / active EE | $5,755 | $4,413+30.4% | $6,427-10.5% | $2,726+111.1% |
| Participant deferral / active EE | $5,999 | $7,297-17.8% | $9,131-34.3% | $4,647+29.1% |
| Admin fee / account holder | $39 | $254-84.8% | $13,901-99.7% | $430-91.0% |