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 LLC6+ years Filed as: ASCENSUS Service code 37 · EIN 11-3665754 | Loan Processing | $18,329 |
ALPHA PENSION GROUP, INC.6+ years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $10,000 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,482 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,000 | $95,416-79.0% | $185,823-89.2% | $85,850-76.7% |
| Participation rate | 87.8% | 68.8%+19.1pp | 81.7%+6.1pp | 69.3%+18.5pp |
| Annual return | 31.89% | 23.59%+8.3pp | 122.05%-90.2pp | 318.53%-286.6pp |
| Employer contribution / active EE | $855 | $3,314-74.2% | $5,167-83.5% | $2,565-66.7% |
| Participant deferral / active EE | $2,751 | $3,423-19.6% | $5,568-50.6% | $3,952-30.4% |
| Admin fee / account holder | $142 | $7,213-98.0% | $16,237-99.1% | $6,260-97.7% |