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 INC11+ years Service code 55 · EIN 65-0592899 8927 HYPOLUXO RD STE A5 · LAKE WORTH, FL 33467 | Other Commissions | $17,648 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,049 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,191 | $30,588+119.7% | $53,898+24.7% | $85,563-21.5% |
| Participation rate | 12.8% | 26.3%-13.6pp | 55.0%-42.2pp | 66.0%-53.2pp |
| Annual return | 12.36% | 50.42%-38.1pp | 528.60%-516.2pp | 31.51%-19.2pp |
| Employer contribution / active EE | $150 | $436-65.7% | $932-83.9% | $2,654-94.4% |
| Participant deferral / active EE | $552 | $848-34.9% | $1,826-69.8% | $4,375-87.4% |
| Admin fee / account holder | $93 | $1,879-95.0% | $2,491-96.2% | $834-88.8% |