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.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. $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 | $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% |