Filed October 27, 2006
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: ANGELL PENSION GROUP, INC. Service code 49 | Other Services | $19,859 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 99 · EIN 71-0294708 | Other Fees | $10,000 |
Service code 99 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,097 | $48,750+255.1% | $88,946+94.6% | $74,304+133.0% |
| Participation rate | 94.8% | 44.5%+50.3pp | 68.8%+25.9pp | 60.3%+34.4pp |
| Annual return | 14.97% | 25.91%-10.9pp | 57.82%-42.8pp | 29.43%-14.5pp |
| Employer contribution / active EE | $5,314 | $1,255+323.5% | $2,555+108.0% | $2,241+137.1% |
| Participant deferral / active EE | $12,039 | $2,423+396.9% | $4,581+162.8% | $3,767+219.6% |
| Admin fee / account holder | $739 | $3,756-80.3% | $8,261-91.1% | $2,969-75.1% |