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 |
|---|---|---|
Filed as: ALPHA PENSION GROUP INC Service code 27 · EIN 26-2219855 | Advisory (Plan) | $18,703 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,606 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,090 | $50,958+0.3% | $74,550-31.5% | $64,186-20.4% |
| Participation rate | 67.8% | 61.1%+6.7pp | 69.1%-1.4pp | 69.6%-1.8pp |
| Annual return | -2.44% | -1.86%-0.6pp | 32.53%-35.0pp | 7.63%-10.1pp |
| Employer contribution / active EE | $886 | $1,115-20.5% | $1,961-54.8% | $2,381-62.8% |
| Participant deferral / active EE | $2,747 | $2,301+19.3% | $3,108-11.6% | $3,470-20.8% |
| Admin fee / account holder | $368 | $4,223-91.3% | $5,060-92.7% | $4,888-92.5% |