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 |
|---|---|---|
LLOYD GOLDENBERG1 year Filed as: LLOYD KENNETH Service code 26 101 FEDERAL STREET, SUITE 800 · BOSTON, MA 02110 | Advisory (Participants) | $29,525 |
Filed as: MML INSURANCE AGENCY LLC Service code 26 1295 STATE STREET · SPRINGFIELD, MA 01111 | Advisory (Participants) | $16,396 |
Filed as: THE ANGELL PENSION GROUP Service code 99 | Other Fees | $11,080 |
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $7,757 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $0 |
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 | $89,351 | $155,795-42.6% | $136,294-34.4% | $69,631+28.3% |
| Participation rate | 76.2% | 75.2%+0.9pp | 81.9%-5.7pp | 70.7%+5.5pp |
| Annual return | 19.27% | 232464.33%-232445.1pp | 5155.94%-5136.7pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $1,479 | $2,991-50.6% | $4,695-68.5% | $2,032-27.2% |
| Participant deferral / active EE | $7,388 | $5,394+37.0% | $6,247+18.3% | $3,224+129.2% |
| Admin fee / account holder | $69 | $128-46.1% | $9,243-99.3% | $110-37.4% |