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 LLC4 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $31,833 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,511 |
THE ANGELL PENSION GROUP, INC.9+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $10,917 |
THE ANGELL PENSION GROUP, INC.9+ 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 | $111,014 | $130,194-14.7% | $169,993-34.7% | $71,457+55.4% |
| Participation rate | 94.2% | 86.1%+8.0pp | 87.0%+7.2pp | 67.9%+26.3pp |
| Annual return | 17.00% | 20.37%-3.4pp | 53.37%-36.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $4,206 | $4,381-4.0% | $6,785-38.0% | $2,588+62.5% |
| Participant deferral / active EE | $7,142 | $6,923+3.2% | $10,408-31.4% | $4,289+66.5% |
| Admin fee / account holder | $267 | $966-72.3% | $12,815-97.9% | $1,587-83.2% |