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 |
|---|---|---|
THE ANGELL PENSION GROUP, INC.2+ years Service code 12 · EIN 04-2530412 | Contract Administrator; Claims proces... | $26,803 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $4,965 |
1ST DISCOUNT BROKERAGE INC2+ years Service code 63 · EIN 65-0592899 | 12b-1 Fees | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,612 | $22,291+37.3% | $69,182-55.8% | $63,975-52.2% |
| Participation rate | 15.7% | 35.3%-19.5pp | 55.1%-39.4pp | 71.1%-55.4pp |
| Annual return | 9.71% | 9.30%+0.4pp | -21.93%+31.6pp | 48.65%-38.9pp |
| Employer contribution / active EE | $122 | $325-62.4% | $1,206-89.9% | $2,182-94.4% |
| Participant deferral / active EE | $416 | $808-48.5% | $1,897-78.1% | $3,356-87.6% |
| Admin fee / account holder | $98 | $73+33.9% | $2,697-96.4% | $70+38.8% |