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 LLC3 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $31,925 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,558 |
THE ANGELL PENSION GROUP, INC.8+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $10,969 |
THE ANGELL PENSION GROUP, INC.8+ 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 | $102,507 | $102,5530% | $151,611-32.4% | $66,914+53.2% |
| Participation rate | 92.8% | 85.5%+7.3pp | 87.5%+5.3pp | 69.8%+23.0pp |
| Annual return | -15.48% | -10.82%-4.7pp | 3.33%-18.8pp | 1.58%-17.1pp |
| Employer contribution / active EE | $4,176 | $4,180-0.1% | $6,166-32.3% | $2,544+64.1% |
| Participant deferral / active EE | $7,237 | $6,641+9.0% | $8,363-13.5% | $4,237+70.8% |
| Admin fee / account holder | $267 | $630-57.6% | $11,616-97.7% | $593-55.0% |