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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSUR C Service code 15 · EIN 36-6071399 | Recordkeeping | $39,021 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 15 · EIN 04-2530412 | Recordkeeping | $12,409 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,756 | $44,229-66.6% | $155,790-90.5% | $55,191-73.3% |
| Participation rate | 74.9% | 60.8%+14.1pp | 76.1%-1.2pp | 69.2%+5.7pp |
| Annual return | -0.34% | 0.37%-0.7pp | 71.54%-71.9pp | 10.78%-11.1pp |
| Employer contribution / active EE | $233 | $1,317-82.3% | $3,836-93.9% | $1,899-87.7% |
| Participant deferral / active EE | $1,848 | $2,851-35.2% | $4,797-61.5% | $3,046-39.4% |
| Admin fee / account holder | $66 | $86-23.7% | $7,478-99.1% | $91-27.6% |