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 |
|---|---|---|
ALPHA PENSION GROUP, INC.5+ years Service code 15 · EIN 26-2219855 | Recordkeeping | $15,000 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,720 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $51,045 | $88,122-42.1% | $141,162-63.8% | $67,579-24.5% |
| Participation rate | 75.6% | 76.5%-0.8pp | 82.5%-6.8pp | 71.3%+4.3pp |
| Annual return | 32.36% | 75.40%-43.0pp | 71.39%-39.0pp | 378.56%-346.2pp |
| Employer contribution / active EE | $2,467 | $3,224-23.5% | $4,735-47.9% | $2,148+14.8% |
| Participant deferral / active EE | $5,249 | $5,958-11.9% | $6,709-21.8% | $3,539+48.3% |
| Admin fee / account holder | $41 | $131-68.7% | $10,261-99.6% | $142-71.2% |