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 9-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 |
|---|---|---|
ALPHA PENSION GROUP, INC.2+ years Filed as: ALPHA PENSION GROUP INC Service code 27 · EIN 26-2219855 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,472 | $44,873+77.1% | $79,4640% | $56,287+41.2% |
| Participation rate | 46.0% | 68.7%-22.7pp | 73.3%-27.3pp | 69.9%-23.8pp |
| Annual return | -3.72% | 0.81%-4.5pp | 718.14%-721.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $932 | $2,140-56.5% | $2,800-66.7% | $2,111-55.9% |
| Participant deferral / active EE | $2,511 | $2,746-8.6% | $3,704-32.2% | $3,350-25.0% |
| Admin fee / account holder | $188 | $418-55.0% | $5,113-96.3% | $521-63.8% |