Filed January 17, 2007
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 |
|---|---|---|
1ST DISCOUNT BROKERAGE INC10+ years Service code 55 · EIN 65-0592899 8927 HYPOLUXO RD STE A5 · LAKE WORTH, FL 33467 | Other Commissions | $17,139 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $7,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,729 | $29,546+102.2% | $56,441+5.8% | $77,671-23.1% |
| Participation rate | 17.7% | 32.7%-15.0pp | 52.5%-34.8pp | 70.6%-52.9pp |
| Annual return | 12.06% | 19.01%-7.0pp | 1704.21%-1692.2pp | 31.21%-19.2pp |
| Employer contribution / active EE | $153 | $568-73.0% | $1,039-85.3% | $2,726-94.4% |
| Participant deferral / active EE | $734 | $1,061-30.8% | $1,953-62.4% | $4,648-84.2% |
| Admin fee / account holder | $84 | $1,046-92.0% | $2,829-97.0% | $430-80.6% |