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 |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS FNCL SVC Service code 99 · EIN 11-3018002 | Other Fees | $14,909 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 | Contract Administrator | $1,254 |
Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,269 | $51,197-62.4% | $82,719-76.7% | $66,914-71.2% |
| Participation rate | 72.8% | 67.8%+5.0pp | 72.6%+0.2pp | 69.8%+3.0pp |
| Annual return | -11.16% | -9.64%-1.5pp | 701.18%-712.3pp | 1.58%-12.7pp |
| Employer contribution / active EE | $2,508 | $2,611-3.9% | $3,009-16.6% | $2,544-1.4% |
| Participant deferral / active EE | $1,227 | $3,458-64.5% | $4,395-72.1% | $4,237-71.0% |
| Admin fee / account holder | $2 | $416-99.6% | $5,329-100.0% | $593-99.7% |