Filed June 23, 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 |
|---|---|---|
Filed as: ANGELL PENSION GROUP Service code 49 · EIN 04-2530412 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Other Services | $16,157 |
Service code 99 · EIN 71-0294708 | Other Fees | $14,359 |
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL LLC Service code 99 · EIN 06-1517948 | Other Fees | $6,034 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,647 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,066 | $49,915-47.8% | $154,803-83.2% | $74,304-64.9% |
| Participation rate | 78.2% | 54.0%+24.3pp | 78.1%+0.1pp | 60.3%+17.9pp |
| Annual return | 10.33% | 34.06%-23.7pp | 58.88%-48.5pp | 29.43%-19.1pp |
| Employer contribution / active EE | $283 | $1,611-82.4% | $4,305-93.4% | $2,241-87.4% |
| Participant deferral / active EE | $1,972 | $2,255-12.5% | $5,540-64.4% | $3,767-47.6% |
| Admin fee / account holder | $86 | $2,189-96.1% | $14,329-99.4% | $2,969-97.1% |