Filed November 17, 2021 (most recent of 3 filings on file)
Total covered: 2 employees
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: ANGELL PENSION GROUP, INC Service code 15 · EIN 04-2530412 | Recordkeeping | $2,670 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$76,551 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,237 | $79,124+19.1% | $60,874+54.8% | $64,808+45.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -14.44% | -7.13%-7.3pp | 16.90%-31.3pp | 32.82%-47.3pp |
| Employer contribution / active EE | $11,667 | $3,050+282.5% | $2,701+331.9% | $2,506+365.6% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | -$30 | $106-128.8% | $3,224-100.9% | $188-116.2% |