Filed October 18, 2004
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.
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| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.10+ years Service code 11 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Actuarial | $126,077 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 109 INTERNATIONAL DRIVE · FRANKLIN, TN 37067 | Advisory (Plan) | $32,500 |
PKF O'CONNOR DAVIES, LLP10+ years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · HARRISON, NY 10528 | Accounting | $28,800 |
DAVIS WRIGHT TREMAINE10+ years Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 1740 BROADWAY #3 · NEW YORK, NY 10019 | Legal | $24,683 |
COMERICA BANK10+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $15,791 |
15 funds hold $21.8M of the plan's $22.1M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $2.7M | 12.3% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $2.0M | 9.3% |
| Blackrock Tot Return BD FD CL I BlackRock · Mutual fund | $2.0M | 9.3% |
| American Beacon Large CAP Value American Beacon (Resolute) · Other | $1.9M | 8.9% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $1.6M | 7.1% |
| Mainstay Winslow Large CAP New York Life · Other | $1.5M | 7.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 6.6% |
| Europac Growth FD American Capital Group · Other | $1.4M | 6.4% |
| R5 Class American Beacon Small Cap Value Fund-R6 American Beacon (Resolute) · Mutual fund | $1.4M | 6.3% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $1.3M | 6.1% |
See the other 5 lines in this lineup with Solo.
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Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
See 1 actuary disclosure with Solo.
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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 | $55,554-100.0% | $308,621-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.2%-57.2pp | 11.0%-11.0pp |
| Annual return | 8.71% | 7.82%+0.9pp | 8.06%+0.6pp | 8.23%+0.5pp |
| Employer contribution / active EE | $26,618 | $18,498+43.9% | $42,627-37.6% | $13,859+92.1% |
| Participant deferral / active EE | $0 | $7-100.0% | $71-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $918-100.0% | $8,774-100.0% | $1,652-100.0% |