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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,194 |
ALPHA PENSION GROUP, INC.4 years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $30,000 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $29,159 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,559 | $69,231-45.7% | $91,989-59.2% | $67,579-44.4% |
| Participation rate | 96.8% | 78.9%+17.9pp | 78.6%+18.2pp | 71.3%+25.5pp |
| Annual return | 33.42% | 32.03%+1.4pp | 69.02%-35.6pp | 378.56%-345.1pp |
| Employer contribution / active EE | $1,983 | $2,284-13.2% | $3,452-42.5% | $2,148-7.7% |
| Participant deferral / active EE | $7,848 | $5,854+34.1% | $5,923+32.5% | $3,539+121.7% |
| Admin fee / account holder | $179 | $107+67.0% | $7,743-97.7% | $142+26.1% |