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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC1 year Service code 17 · EIN 04-3499945 | Pension Consulting | $36,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,677 |
JANNEY MONTGOMERY SCOTT LLC3 years Service code 27 · EIN 23-1918844 | Advisory (Plan) | $18,966 |
Filed as: THE ANGELL PENSION GROUP Service code 17 · EIN 04-2530412 | Pension Consulting | $11,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,437 | $69,362-21.5% | $101,248-46.2% | $73,488-25.9% |
| Participation rate | 96.0% | 68.4%+27.6pp | 75.8%+20.2pp | 70.7%+25.3pp |
| Annual return | 13.18% | 18.46%-5.3pp | 46.47%-33.3pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,728 | $2,628-34.2% | $3,660-52.8% | $2,270-23.9% |
| Participant deferral / active EE | $2,584 | $3,300-21.7% | $4,370-40.9% | $3,740-30.9% |
| Admin fee / account holder | $529 | $704-24.9% | $5,945-91.1% | $513+3.0% |