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. $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 |
|---|---|---|
THE ANGELL PENSION GROUP, INC.1+ years Service code 11 · EIN 04-2530412 | Actuarial | $52,272 |
WHITLEY PENN LLP1+ years Service code 10 · EIN 75-2393478 | Accounting | $22,660 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $17,507 |
FIDUCIENT ADVISORS LLC1+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $16,646 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 42-1520346 | Bank Trustee | $8,319 |
See 1 actuary disclosure. $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.
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 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 14.24% | 8.82%+5.4pp | 7.70%+6.5pp | 9.89%+4.3pp |
| Employer contribution / active EE | $13,711 | $12,837+6.8% | $28,478-51.9% | $14,313-4.2% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |