Filed November 9, 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 |
|---|---|---|
THE ANGELL PENSION GROUP, INC.6+ years Service code 13 | Contract Administrator | $137,929 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $71,987 |
KESTRA INVESTMENT SERVICES LLC5+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $22,318 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2466841 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 49 | Other Services | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,218 | $52,293-26.9% | $178,490-78.6% | $73,409-47.9% |
| Participation rate | 61.9% | 65.3%-3.4pp | 81.9%-20.0pp | 72.2%-10.2pp |
| Annual return | 15.56% | 34.75%-19.2pp | 151.07%-135.5pp | 59.29%-43.7pp |
| Employer contribution / active EE | $1,043 | $1,735-39.9% | $5,011-79.2% | $2,234-53.3% |
| Participant deferral / active EE | $1,846 | $2,332-20.9% | $5,202-64.5% | $3,805-51.5% |
| Admin fee / account holder | $236 | $127+85.5% | $13,984-98.3% | $158+49.6% |