Filed June 20, 2023
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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.
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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 15 · EIN 01-0233346 | Recordkeeping | $21,870 |
Filed as: ALPHA PENSION GROUP Service code 26 70 WESTVIEW STREET · LEXINGTON, MA 02421 | Advisory (Participants) | $10,417 |
Filed as: THE ANGELL PENSION GROUP Service code 49 88 BOYD AVENEUE · EAST PROVIDENCE, RI 02914 | Other Services | $4,862 |
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 | $33,957 | $62,928-46.0% | $172,739-80.3% | $67,579-49.8% |
| Participation rate | 91.6% | 64.5%+27.2pp | 82.6%+9.0pp | 71.3%+20.4pp |
| Annual return | 18.04% | 30.36%-12.3pp | 802.84%-784.8pp | 378.56%-360.5pp |
| Employer contribution / active EE | $1,120 | $1,636-31.6% | $5,143-78.2% | $2,148-47.9% |
| Participant deferral / active EE | $2,801 | $2,145+30.6% | $5,198-46.1% | $3,539-20.9% |
| Admin fee / account holder | $173 | $167+3.9% | $13,954-98.8% | $142+21.7% |