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.2+ years Service code 13 | Contract Administrator | $5,428 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,530 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $675 |
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 | $36,496 | $75,183-51.5% | $123,892-70.5% | $55,167-33.8% |
| Participation rate | 93.2% | 72.8%+20.3pp | 81.4%+11.7pp | 69.0%+24.2pp |
| Annual return | 8.90% | 19.01%-10.1pp | 47.52%-38.6pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,350 | $2,823-52.2% | $4,617-70.8% | $1,963-31.2% |
| Participant deferral / active EE | $5,368 | $5,084+5.6% | $5,984-10.3% | $3,054+75.8% |
| Admin fee / account holder | $2 | $663-99.8% | $8,357-100.0% | $504-99.7% |