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.5+ years Filed as: ALPHA PENSION GROUP Service code 99 | Other Fees | $26,833 |
Filed as: ANGELL PENSION GROUP Service code 49 | Other Services | $16,377 |
ALPHA PENSION GROUP, INC.6+ 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 | $17,647 | $84,948-79.2% | $70,449-75.0% | $73,409-76.0% |
| Participation rate | 84.0% | 79.9%+4.1pp | 75.1%+8.9pp | 72.2%+11.8pp |
| Annual return | 12.60% | 13.39%-0.8pp | 109.03%-96.4pp | 59.29%-46.7pp |
| Employer contribution / active EE | $2,615 | $2,834-7.7% | $2,737-4.4% | $2,234+17.1% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,709-100.0% | $3,805-100.0% |
| Admin fee / account holder | $75 | $98-23.8% | $3,845-98.1% | $158-52.7% |