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 | $150,983 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $124,020 |
Service code 99 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Other Fees | $53,549 |
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 | $117,411 | $112,623+4.3% | $106,213+10.5% | $199,593-41.2% |
| Participation rate | 86.1% | 86.2%-0.1pp | 75.3%+10.8pp | 72.0%+14.1pp |
| Annual return | 13.53% | 15.57%-2.0pp | 116.14%-102.6pp | 34.25%-20.7pp |
| Employer contribution / active EE | $3,470 | $4,575-24.1% | $3,171+9.4% | $3,034+14.4% |
| Participant deferral / active EE | $4,545 | $6,659-31.8% | $5,016-9.4% | $5,087-10.7% |
| Admin fee / account holder | $275 | $107+156.8% | $11,033-97.5% | $269+2.2% |