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 |
|---|---|---|
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02809 | Other Services | $4,046 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,083 | $50,199+25.7% | $70,092-10.0% | $66,914-5.7% |
| Participation rate | 41.3% | 66.3%-25.0pp | 70.5%-29.1pp | 69.8%-28.5pp |
| Annual return | -16.86% | -13.85%-3.0pp | 190.73%-207.6pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,375 | $1,864-26.2% | $2,559-46.3% | $2,544-45.9% |
| Participant deferral / active EE | $2,655 | $3,112-14.7% | $3,849-31.0% | $4,237-37.3% |
| Admin fee / account holder | $73 | $600-87.9% | $6,267-98.8% | $593-87.8% |