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 |
|---|---|---|
TIAA6 years Service code 99 · EIN 13-1624203 | Other Fees | $33,186 |
Service code 99 · EIN 47-1411118 2500 YORK RD #210 · JAMISON, PA 18929 | Other Fees | $12,000 |
Filed as: THE ANGELL PENSION GROUP Service code 99 · EIN 04-2530412 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Other Fees | $6,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,615 | $79,124+34.7% | $60,874+75.1% | $64,808+64.5% |
| Participation rate | 53.0% | 77.7%-24.7pp | 73.1%-20.1pp | 71.5%-18.5pp |
| Annual return | -13.57% | -7.13%-6.4pp | 16.90%-30.5pp | 32.82%-46.4pp |
| Employer contribution / active EE | $3,244 | $3,050+6.4% | $2,701+20.1% | $2,506+29.5% |
| Participant deferral / active EE | $4,095 | $3,725+9.9% | $3,817+7.3% | $4,310-5.0% |
| Admin fee / account holder | $137 | $106+29.4% | $3,224-95.8% | $188-27.2% |