Filed September 3, 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 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $151,111 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $54,628 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,259 |
REDPATH AND COMPANY1 year Filed as: REDPATH AND COMPANY LLC Service code 10 4810 WHITE BEAR PKWY · WHITE BEAR LAKE, MN 55110 | Accounting | $15,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,343 | $84,784+13.6% | $98,439-2.1% | $74,419+29.5% |
| Participation rate | 87.5% | 81.5%+5.9pp | 75.2%+12.3pp | 70.7%+16.7pp |
| Annual return | 15.68% | 20.59%-4.9pp | 21.16%-5.5pp | 34.38%-18.7pp |
| Employer contribution / active EE | $3,253 | $3,364-3.3% | $3,048+6.7% | $2,637+23.3% |
| Participant deferral / active EE | $4,105 | $5,218-21.3% | $4,738-13.4% | $4,528-9.4% |
| Admin fee / account holder | $137 | $204-32.8% | $8,948-98.5% | $348-60.5% |