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.
See the 10-year trajectory. $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 |
|---|---|---|
Filed as: THE ANGELL PENSION GROUP, INC Service code 10 · EIN 04-2530412 | Accounting | $28,780 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,409 |
Filed as: FIDELITY INVEST INSTITUTIONAL OP CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$43,226 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,424 | $40,174+80.3% | $84,015-13.8% | $67,579+7.2% |
| Participation rate | 94.9% | 62.7%+32.3pp | 69.0%+25.9pp | 71.3%+23.7pp |
| Annual return | 24.39% | 25.82%-1.4pp | 71.31%-46.9pp | 378.56%-354.2pp |
| Employer contribution / active EE | $1,985 | $808+145.9% | $1,983+0.1% | $2,148-7.6% |
| Participant deferral / active EE | $4,550 | $2,301+97.7% | $3,239+40.5% | $3,539+28.6% |
| Admin fee / account holder | -$9 | $128-106.8% | $6,101-100.1% | $142-106.1% |