See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 | Contract Administrator | $4,743 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $850 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $556 |
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 | $33,735 | $70,002-51.8% | $115,037-70.7% | $52,331-35.5% |
| Participation rate | 94.6% | 72.1%+22.5pp | 81.4%+13.2pp | 68.1%+26.5pp |
| Annual return | 1.43% | 4.04%-2.6pp | 26.14%-24.7pp | 4.54%-3.1pp |
| Employer contribution / active EE | $1,331 | $2,715-51.0% | $4,608-71.1% | $1,882-29.2% |
| Participant deferral / active EE | $5,332 | $4,920+8.4% | $6,026-11.5% | $3,022+76.4% |
| Admin fee / account holder | $1 | $566-99.8% | $8,175-100.0% | $592-99.9% |