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 | $51,560 |
Filed as: THE PATRIOT FINANCIAL GROUP INS Service code 27 55 WEST ST STE 201 · WALPOLE, MA 02081 | Advisory (Plan) | $40,392 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,956 |
THE ANGELL PENSION GROUP, INC.11+ years Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $14,783 |
Filed as: SUMMIT FINANCIAL LLC Service code 27 4 CAMPUS DRIVE · PARSIPPANY, NJ 07054 | Advisory (Plan) | $11,755 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,022 | $65,241-37.1% | $126,539-67.6% | $85,563-52.1% |
| Participation rate | 78.6% | 48.6%+29.9pp | 69.8%+8.8pp | 66.0%+12.6pp |
| Annual return | 14.98% | 42.19%-27.2pp | 425.95%-411.0pp | 31.51%-16.5pp |
| Employer contribution / active EE | $2,171 | $1,937+12.1% | $3,674-40.9% | $2,654-18.2% |
| Participant deferral / active EE | $2,901 | $3,032-4.3% | $4,083-28.9% | $4,375-33.7% |
| Admin fee / account holder | $320 | $1,031-69.0% | $6,065-94.7% | $834-61.7% |