Filed January 18, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
ALPHA PENSION GROUP, INC.4+ years Filed as: ALPHA PENSION GROUP Service code 99 | Other Fees | $21,083 |
ALPHA PENSION GROUP, INC.5+ years Service code 99 · EIN 26-2219855 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,051 | $95,542-83.2% | $69,455-76.9% | $67,579-76.2% |
| Participation rate | 82.8% | 79.4%+3.4pp | 74.6%+8.2pp | 71.3%+11.5pp |
| Annual return | 17.78% | 17.67%+0.1pp | 28.97%-11.2pp | 378.56%-360.8pp |
| Employer contribution / active EE | $2,511 | $2,989-16.0% | $2,779-9.7% | $2,148+16.9% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $54 | $90-39.9% | $3,839-98.6% | $142-62.1% |