Filed January 24, 2012
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 |
|---|---|---|
WOLF & COMPANY, P.C.1+ years Filed as: WOLF & COMPANY, INC. Service code 10 · EIN 04-2689883 | Accounting | $13,390 |
SENTINEL PENSION ADVISORS1+ years Service code 27 · EIN 20-5916766 | Advisory (Plan) | $10,000 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 14 · EIN 04-2530412 | Plan Administrator | $9,050 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $3,356 |
Service code 60 | Sub-TA Fees | $0 |
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 | $89,650 | $70,667+26.9% | $123,104-27.2% | $52,331+71.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 2.17% | 6.23%-4.1pp | 13.22%-11.0pp | 4.54%-2.4pp |
| Employer contribution / active EE | $2,230 | $2,946-24.3% | $5,151-56.7% | $1,882+18.5% |
| Participant deferral / active EE | $4,988 | $4,493+11.0% | $6,230-19.9% | $3,022+65.1% |
| Admin fee / account holder | $124 | $506-75.4% | $9,015-98.6% | $592-79.0% |