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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 |
|---|---|---|
ALTIGRO PENSION SERVICES INC4 years Filed as: ALTIGRO RETIREMENT SERVICES, LLC Service code 10 · EIN 11-3665754 3 US HIGHWAY 46 WEST · FAIRFIELD, NJ 07004 | Accounting | $1,650 |
AMERICAN FUNDS5 years Service code 15 · EIN 87-0238597 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,334 | $29,660-51.7% | $56,411-74.6% | $80,856-82.3% |
| Participation rate | 29.9% | 41.6%-11.8pp | 52.5%-22.6pp | 67.6%-37.8pp |
| Annual return | 11.88% | 35.23%-23.3pp | 1701.33%-1689.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,295 | $1,226+5.6% | $1,952-33.7% | $4,296-69.9% |
| Admin fee / account holder | $10 | $2,428-99.6% | $2,829-99.7% | $6,918-99.9% |