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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 |
|---|---|---|
ALPHA PENSION GROUP, INC.2+ years Service code 99 · EIN 26-2219855 | Other Fees | $22,500 |
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 | $125,100 | $46,072+171.5% | $70,014+78.7% | $55,167+126.8% |
| Participation rate | 90.5% | 67.5%+23.0pp | 71.8%+18.7pp | 69.0%+21.5pp |
| Annual return | 7.58% | 8.68%-1.1pp | 12.99%-5.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $595 | $1,500-60.3% | $2,338-74.5% | $1,963-69.7% |
| Participant deferral / active EE | $6,419 | $2,344+173.9% | $2,931+119.0% | $3,054+110.2% |
| Admin fee / account holder | $218 | $428-49.1% | $4,380-95.0% | $504-56.8% |