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 | $28,724 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $7,765 |
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 | $143,576 | $91,190+57.4% | $178,490-19.6% | $79,858+79.8% |
| Participation rate | 78.3% | 69.2%+9.1pp | 81.9%-3.7pp | 69.6%+8.6pp |
| Annual return | 18.94% | 24.19%-5.2pp | 151.07%-132.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $6,051 | $3,256+85.9% | $5,011+20.8% | $2,471+144.9% |
| Participant deferral / active EE | $9,412 | $3,236+190.8% | $5,202+80.9% | $3,740+151.6% |
| Admin fee / account holder | $199 | $6,751-97.1% | $13,984-98.6% | $5,306-96.3% |