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 | $8,577 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,048 |
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 | $72,278 | $101,317-28.7% | $146,958-50.8% | $74,495-3.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 23.97% | 8730.91%-8706.9pp | 418.34%-394.4pp | 1364.94%-1341.0pp |
| Employer contribution / active EE | $6,081 | $3,810+59.6% | $4,933+23.3% | $2,623+131.9% |
| Participant deferral / active EE | $10,536 | $7,303+44.3% | $8,070+30.6% | $4,346+142.4% |
| Admin fee / account holder | $50 | $1,739-97.1% | $12,998-99.6% | $1,942-97.4% |