Filed November 16, 2005
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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $50,042 |
SECURITIES AMERICA INC2 years Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $24,241 |
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,583 |
THE ANGELL PENSION GROUP, INC.5+ years Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $7,659 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,197 | $47,648-40.8% | $130,648-78.4% | $67,579-58.3% |
| Participation rate | 91.0% | 60.4%+30.6pp | 71.7%+19.2pp | 71.3%+19.7pp |
| Annual return | 17.65% | 25.73%-8.1pp | 1708.96%-1691.3pp | 378.56%-360.9pp |
| Employer contribution / active EE | $1,306 | $1,408-7.2% | $4,092-68.1% | $2,148-39.2% |
| Participant deferral / active EE | $1,915 | $2,616-26.8% | $3,603-46.9% | $3,539-45.9% |
| Admin fee / account holder | $225 | $105+114.6% | $5,464-95.9% | $142+58.4% |