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 27 · EIN 47-1411118 | Advisory (Plan) | $71,618 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,254 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,208 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $2,319 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,582 | $88,890+82.9% | $102,423+58.7% | $77,643+109.4% |
| Participation rate | 82.9% | 80.9%+2.0pp | 76.5%+6.4pp | 70.6%+12.3pp |
| Annual return | 19.98% | 24.98%-5.0pp | 29.32%-9.3pp | 31.24%-11.3pp |
| Employer contribution / active EE | $2,137 | $2,698-20.8% | $3,023-29.3% | $2,726-21.6% |
| Participant deferral / active EE | $8,843 | $5,145+71.9% | $5,053+75.0% | $4,647+90.3% |
| Admin fee / account holder | $275 | $235+16.6% | $9,451-97.1% | $430-36.2% |