Filed March 27, 2007 (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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.2+ years Service code 11 · EIN 04-2530412 | Actuarial | $39,325 |
WHITLEY PENN LLP2+ years Service code 10 · EIN 75-2393478 | Accounting | $29,870 |
FIDUCIENT ADVISORS LLC2+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $28,358 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 42-1520346 | Bank Trustee | $26,792 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $102,492-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 8.86% | 7.25%+1.6pp | 5.17%+3.7pp | 8.23%+0.6pp |
| Employer contribution / active EE | $13,685 | $13,309+2.8% | $26,422-48.2% | $13,859-1.3% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |