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 | $50,599 |
SECURITIES AMERICA INC4 years Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $24,513 |
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,924 |
THE ANGELL PENSION GROUP, INC.7+ years Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,528 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,995 | $61,052-37.8% | $142,863-73.4% | $79,386-52.1% |
| Participation rate | 93.8% | 60.1%+33.6pp | 71.9%+21.8pp | 70.7%+23.0pp |
| Annual return | 10.24% | 16.02%-5.8pp | 5637.54%-5627.3pp | 116.85%-106.6pp |
| Employer contribution / active EE | $1,843 | $1,481+24.4% | $4,144-55.5% | $2,427-24.1% |
| Participant deferral / active EE | $2,898 | $2,879+0.6% | $3,837-24.5% | $4,046-28.4% |
| Admin fee / account holder | $314 | $659-52.4% | $6,560-95.2% | $626-49.9% |