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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.4+ years Filed as: ALPHA PENSION GROUP INC Service code 99 · EIN 26-2219855 | Other Fees | $11,245 |
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 | $37,086 | $65,185-43.1% | $61,048-39.3% | $65,185-43.1% |
| Participation rate | 51.4% | 70.2%-18.8pp | 79.3%-27.9pp | 70.2%-18.8pp |
| Annual return | 19.69% | 29.38%-9.7pp | 26.18%-6.5pp | 29.38%-9.7pp |
| Employer contribution / active EE | $838 | $2,177-61.5% | $3,716-77.4% | $2,177-61.5% |
| Participant deferral / active EE | $2,139 | $3,514-39.1% | $4,470-52.2% | $3,514-39.1% |
| Admin fee / account holder | $62 | $847-92.7% | $3,728-98.3% | $847-92.7% |