See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: DAVINCI CAPITAL MANAGEMENT INC Service code 49 · EIN 01-0522492 | Other Services | $13,834 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 | Contract Administrator | $12,000 |
Service code 64 8515 EAST ORCHARD ROAD851 · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,858 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $2,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,860 | $52,953-15.3% | $172,739-74.0% | $65,185-31.2% |
| Participation rate | 59.4% | 66.2%-6.8pp | 82.6%-23.2pp | 70.2%-10.8pp |
| Annual return | 14.74% | 30.12%-15.4pp | 802.84%-788.1pp | 29.38%-14.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,350 | $2,471-4.9% | $5,198-54.8% | $3,514-33.1% |
| Admin fee / account holder | $134 | $472-71.5% | $13,954-99.0% | $847-84.1% |