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 LLC5 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $36,959 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,823 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $12,938 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,573 | $122,239-0.5% | $184,203-34.0% | $74,495+63.2% |
| Participation rate | 96.8% | 85.5%+11.3pp | 86.8%+10.0pp | 67.2%+29.6pp |
| Annual return | 13.64% | 19.95%-6.3pp | 28.81%-15.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $4,165 | $4,537-8.2% | $6,427-35.2% | $2,623+58.8% |
| Participant deferral / active EE | $6,895 | $7,139-3.4% | $9,131-24.5% | $4,346+58.7% |
| Admin fee / account holder | $296 | $1,260-76.5% | $13,901-97.9% | $1,942-84.8% |