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.6+ years Service code 11 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Actuarial | $107,398 |
DAVIS WRIGHT TREMAINE6+ years Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 1740 BROADWAY #3 · NEW YORK, NY 10019 | Legal | $43,524 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 27 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $33,173 |
PORTFOLIO EVALUATIONS, INC.6+ years Filed as: PORTFOLIO EVALUATIONS Service code 27 · EIN 22-3189064 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Advisory (Plan) | $31,875 |
PKF O'CONNOR DAVIES, LLP6+ years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · HARRISON, NY 10528 | Accounting | $24,600 |
COMERICA BANK6+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $20,537 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $263,436-100.0% | $305,030-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 47.8%-47.8pp | 44.7%-44.7pp | 43.0%-43.0pp |
| Annual return | 8.42% | 288.76%-280.3pp | 380.66%-372.2pp | 259.13%-250.7pp |
| Employer contribution / active EE | $0 | $47,316-100.0% | $45,083-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,313-100.0% | $12,800-100.0% | $21,546-100.0% |