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 AVE · EAST PROVIDENCE, RI 02914 | Other Services | $6,490 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,154 | $91,407-41.8% | $135,903-60.9% | $71,457-25.6% |
| Participation rate | 93.6% | 75.7%+18.0pp | 81.9%+11.7pp | 67.9%+25.7pp |
| Annual return | 21.57% | 29.90%-8.3pp | 68.23%-46.7pp | 28.85%-7.3pp |
| Employer contribution / active EE | $4,803 | $3,703+29.7% | $4,856-1.1% | $2,588+85.6% |
| Participant deferral / active EE | $8,098 | $7,092+14.2% | $7,758+4.4% | $4,289+88.8% |
| Admin fee / account holder | $27 | $1,266-97.9% | $10,762-99.8% | $1,587-98.3% |