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 | $138,772 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $91,972 |
Service code 99 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Other Fees | $58,761 |
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 | $102,939 | $123,077-16.4% | $116,228-11.4% | $102,872+0.1% |
| Participation rate | 99.5% | 87.0%+12.5pp | 74.6%+24.9pp | 73.0%+26.5pp |
| Annual return | 15.42% | 15.84%-0.4pp | 90.06%-74.6pp | 19.06%-3.6pp |
| Employer contribution / active EE | $3,605 | $4,380-17.7% | $2,994+20.4% | $3,526+2.2% |
| Participant deferral / active EE | $4,971 | $6,746-26.3% | $4,953+0.4% | $5,535-10.2% |
| Admin fee / account holder | $201 | $115+74.5% | $11,989-98.3% | $292-31.1% |