Filed February 11, 2011
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,380 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $7,697 |
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 | $118,830 | $85,202+39.5% | $172,739-31.2% | $72,985+62.8% |
| Participation rate | 75.3% | 70.1%+5.2pp | 82.6%-7.4pp | 69.5%+5.8pp |
| Annual return | 23.17% | 27.32%-4.2pp | 802.84%-779.7pp | 81.00%-57.8pp |
| Employer contribution / active EE | $5,966 | $3,324+79.5% | $5,143+16.0% | $2,440+144.5% |
| Participant deferral / active EE | $8,522 | $3,260+161.4% | $5,198+64.0% | $3,607+136.2% |
| Admin fee / account holder | $126 | $5,884-97.9% | $13,954-99.1% | $5,124-97.5% |