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 | $44,366 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,285 |
Filed as: THE PATRIOT FINANCIAL GROUP INS Service code 27 55 WEST ST STE 201 · WALPOLE, MA 02081 | Advisory (Plan) | $23,444 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $7,061 |
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 | $37,735 | $52,406-28.0% | $129,207-70.8% | $74,495-49.3% |
| Participation rate | 75.9% | 53.8%+22.1pp | 69.6%+6.3pp | 67.2%+8.7pp |
| Annual return | 11.73% | 15.66%-3.9pp | 9417.33%-9405.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,036 | $1,531+33.1% | $4,153-51.0% | $2,623-22.4% |
| Participant deferral / active EE | $2,918 | $2,794+4.4% | $4,168-30.0% | $4,346-32.8% |
| Admin fee / account holder | $291 | $2,633-88.9% | $7,715-96.2% | $1,942-85.0% |