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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,137 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $173,503 | $70,428+146.4% | $96,562+79.7% | $85,850+102.1% |
| Participation rate | 69.5% | 61.8%+7.7pp | 69.8%-0.3pp | 69.3%+0.2pp |
| Annual return | 15.89% | 18.59%-2.7pp | 37.78%-21.9pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,266 | $1,413+60.4% | $2,356-3.8% | $2,565-11.7% |
| Participant deferral / active EE | $4,621 | $2,894+59.7% | $3,849+20.0% | $3,952+16.9% |
| Admin fee / account holder | $447 | $4,997-91.1% | $6,181-92.8% | $6,260-92.9% |