Filed June 11, 2008 (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 |
|---|---|---|
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 | Contract Administrator | $9,929 |
Filed as: CETERA INVESTMENT SERVICES LLC Service code 55 400 FIRST ST SOUTH STE 300 · ST CLOUD, MN 56301 | Other Commissions | $9,677 |
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,889 |
Filed as: THE ANGELL PENSION GROUP,INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,445 |
Filed as: MUTUAL OF AMERICA LIFE INS. CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,993 | $46,173+16.9% | $170,442-68.3% | $69,631-22.5% |
| Participation rate | 43.8% | 63.9%-20.1pp | 83.6%-39.8pp | 70.7%-26.9pp |
| Annual return | 11.95% | 21.62%-9.7pp | 205.93%-194.0pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $1,698 | $1,610+5.5% | $5,433-68.8% | $2,032-16.5% |
| Participant deferral / active EE | $1,493 | $2,080-28.2% | $4,939-69.8% | $3,224-53.7% |
| Admin fee / account holder | $42 | $116-64.0% | $13,880-99.7% | $110-62.2% |