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 | $50,437 |
SECURITIES AMERICA INC3 years Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $23,745 |
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,623 |
THE ANGELL PENSION GROUP, INC.6+ years Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,735 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,931 | $53,901-48.2% | $134,143-79.2% | $73,488-62.0% |
| Participation rate | 94.6% | 62.8%+31.8pp | 72.2%+22.4pp | 70.7%+23.9pp |
| Annual return | 10.65% | 15.82%-5.2pp | 36.33%-25.7pp | 28.51%-17.9pp |
| Employer contribution / active EE | $2,278 | $1,458+56.2% | $3,704-38.5% | $2,270+0.3% |
| Participant deferral / active EE | $4,497 | $2,739+64.2% | $3,499+28.5% | $3,740+20.2% |
| Admin fee / account holder | $235 | $581-59.5% | $6,684-96.5% | $513-54.1% |