Filed April 1, 2014 (most recent of 3 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 |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Service code 99 · EIN 04-3422848 100 QUANNAPOWITT · WAKEFIELD, MA 018801319 | Other Fees | $12,000 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 88 BOYD AVENUE · E PROVIDENCE, RI 029141202 | Other Fees | $6,050 |
CARON & BLETZER, PLLC2+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 PO BOX 668 · KINGSTON, NH 038480668 | Accounting | $5,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $126,071 | $68,408+84.3% | $57,179+120.5% | $57,658+118.7% |
| Participation rate | 60.7% | 79.1%-18.5pp | 75.3%-14.7pp | 70.2%-9.5pp |
| Annual return | 8.06% | 8.51%-0.4pp | 14.59%-6.5pp | 5.13%+2.9pp |
| Employer contribution / active EE | $2,883 | $2,869+0.5% | $2,682+7.5% | $1,974+46.1% |
| Participant deferral / active EE | $2,373 | $2,903-18.3% | $3,096-23.4% | $3,061-22.5% |
| Admin fee / account holder | $23 | $70-66.7% | $3,139-99.3% | $95-75.5% |