Filed June 13, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA3 years Service code 99 · EIN 13-1624203 | Other Fees | $32,313 |
ALPHA PENSION GROUP, INC.3 years Filed as: ALPHA PENSION GROUP Service code 33 · EIN 26-2219855 70 WESTVIEW ST · LEXINGTON, MA 024213142 | Securities brokerage | $10,664 |
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 | $106,877 | $60,795+75.8% | $69,455+53.9% | $65,185+64.0% |
| Participation rate | 81.0% | 74.9%+6.2pp | 74.6%+6.4pp | 70.2%+10.8pp |
| Annual return | 18.62% | 17.46%+1.2pp | 28.97%-10.3pp | 29.38%-10.8pp |
| Employer contribution / active EE | $4,835 | $2,452+97.2% | $2,779+74.0% | $2,177+122.1% |
| Participant deferral / active EE | $6,505 | $3,162+105.7% | $3,535+84.0% | $3,514+85.1% |
| Admin fee / account holder | $113 | $314-63.9% | $3,839-97.1% | $847-86.6% |