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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.
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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 |
|---|---|---|
ALPHA PENSION GROUP, INC.3+ years Filed as: ALPHA PENSION GROUP INC Service code 99 · EIN 26-2219855 | Other Fees | $10,639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,723 | $56,287-40.1% | $54,726-38.4% | $56,287-40.1% |
| Participation rate | 52.1% | 69.9%-17.7pp | 79.1%-27.0pp | 69.9%-17.7pp |
| Annual return | -5.68% | -9.96%+4.3pp | -4.56%-1.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $783 | $2,111-62.9% | $3,449-77.3% | $2,111-62.9% |
| Participant deferral / active EE | $1,948 | $3,350-41.9% | $3,953-50.7% | $3,350-41.9% |
| Admin fee / account holder | $54 | $521-89.6% | $3,818-98.6% | $521-89.6% |