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: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42,755 |
Filed as: THE PATRIOT FINANCIAL GROUP INS Service code 27 55 WEST ST STE 201 · WALPOLE, MA 02081 | Advisory (Plan) | $21,152 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,133 |
THE ANGELL PENSION GROUP, INC.9+ years Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $6,188 |
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 | $35,098 | $48,335-27.4% | $121,098-71.0% | $71,457-50.9% |
| Participation rate | 75.5% | 54.3%+21.2pp | 69.5%+6.0pp | 67.9%+7.5pp |
| Annual return | 11.40% | 23.32%-11.9pp | 985.75%-974.3pp | 28.85%-17.4pp |
| Employer contribution / active EE | $1,895 | $1,489+27.3% | $4,164-54.5% | $2,588-26.8% |
| Participant deferral / active EE | $2,890 | $2,754+4.9% | $4,080-29.2% | $4,289-32.6% |
| Admin fee / account holder | $286 | $1,841-84.5% | $5,644-94.9% | $1,587-82.0% |