Filed July 21, 2015 (most recent of 3 filings on file)
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 |
|---|---|---|
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $32,133 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,480 |
THE ANGELL PENSION GROUP, INC.7+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $11,156 |
THE ANGELL PENSION GROUP, INC.7+ years Filed as: THE ANGELL PENSION GROUP Service code 49 · EIN 04-2530412 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,737 | $121,341+5.3% | $189,513-32.6% | $79,386+60.9% |
| Participation rate | 90.5% | 86.1%+4.4pp | 87.8%+2.7pp | 70.7%+19.8pp |
| Annual return | 15.18% | 21.08%-5.9pp | 555.15%-540.0pp | 116.85%-101.7pp |
| Employer contribution / active EE | $4,444 | $3,915+13.5% | $6,162-27.9% | $2,427+83.1% |
| Participant deferral / active EE | $7,722 | $6,395+20.7% | $8,221-6.1% | $4,046+90.9% |
| Admin fee / account holder | $294 | $651-54.9% | $12,045-97.6% | $626-53.1% |