Filed October 1, 2014
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 |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 37 · EIN 11-3665754 | Loan Processing | $18,240 |
ALPHA PENSION GROUP, INC.2+ years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $10,000 |
BATCHELOR, TILLERY & ROBERTS2+ years Filed as: BATCHELOR FRECHETTE ET AL Service code 16 · EIN 05-0487888 | Consulting | $7,405 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 14 · EIN 04-2530412 | Plan Administrator | $5,059 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,731 | $55,453-69.8% | $170,442-90.2% | $62,292-73.1% |
| Participation rate | 98.0% | 66.4%+31.7pp | 83.6%+14.4pp | 69.5%+28.5pp |
| Annual return | 11.17% | 21.38%-10.2pp | 205.93%-194.8pp | 28.90%-17.7pp |
| Employer contribution / active EE | $451 | $2,164-79.2% | $5,433-91.7% | $2,042-77.9% |
| Participant deferral / active EE | $1,841 | $2,303-20.0% | $4,939-62.7% | $3,169-41.9% |
| Admin fee / account holder | $214 | $455-53.1% | $13,880-98.5% | $479-55.4% |