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.6+ years Service code 99 | Other Fees | $14,000 |
Filed as: ANGELL PENSION GROUP Service code 49 · EIN 04-2530412 | Other Services | $8,983 |
ALPHA PENSION GROUP, INC.5+ years Filed as: ALPHA PENSION GROUP INC 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $9,764 | $84,948-88.5% | $70,449-86.1% | $73,409-86.7% |
| Participation rate | 82.2% | 79.9%+2.2pp | 75.1%+7.1pp | 72.2%+10.0pp |
| Annual return | 12.41% | 13.39%-1.0pp | 109.03%-96.6pp | 59.29%-46.9pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,737-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,709-100.0% | $3,805-100.0% |
| Admin fee / account holder | $51 | $98-47.9% | $3,845-98.7% | $158-67.6% |