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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,783 |
Filed as: CLOSED DLR-ALPHA PENSION GROUP INC Service code 27 · EIN 26-2219855 | Advisory (Plan) | $5,000 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,643 | $65,409+127.3% | $98,442+51.0% | $85,850+73.1% |
| Participation rate | 94.8% | 65.0%+29.8pp | 73.3%+21.5pp | 69.3%+25.5pp |
| Annual return | 31.25% | 21.76%+9.5pp | 1492.73%-1461.5pp | 318.53%-287.3pp |
| Employer contribution / active EE | $1,656 | $2,168-23.6% | $2,960-44.1% | $2,565-35.5% |
| Participant deferral / active EE | $4,375 | $3,166+38.2% | $4,276+2.3% | $3,952+10.7% |
| Admin fee / account holder | $255 | $4,593-94.4% | $5,949-95.7% | $6,260-95.9% |