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 |
|---|---|---|
THE ANGELL PENSION GROUP, INC.3+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $9,632 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $556 |
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 | $63,654 | $89,739-29.1% | $149,718-57.5% | $62,292+2.2% |
| Participation rate | 92.0% | 85.1%+6.9pp | 87.1%+5.0pp | 69.5%+22.5pp |
| Annual return | 16.41% | 21.01%-4.6pp | 1501.63%-1485.2pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,798 | $3,233-44.4% | $5,445-67.0% | $2,042-12.0% |
| Participant deferral / active EE | $6,823 | $4,797+42.2% | $6,569+3.9% | $3,169+115.3% |
| Admin fee / account holder | $1 | $551-99.8% | $11,283-100.0% | $479-99.8% |