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.8+ years Service code 11 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Actuarial | $168,336 |
DAVIS WRIGHT TREMAINE8+ years Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 1740 BROADWAY #3 · NEW YORK, NY 10019 | Legal | $30,476 |
PKF O'CONNOR DAVIES, LLP8+ years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · HARRISON, NY 10528 | Accounting | $26,500 |
PORTFOLIO EVALUATIONS, INC.8+ years Filed as: PORTFOLIO EVALUATIONS Service code 27 · EIN 22-3189064 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Advisory (Plan) | $24,375 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 27 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $21,924 |
COMERICA BANK8+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $19,008 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 109 INTERNATIONAL DIRVE · FRANKLIN, TN 37067 | Advisory (Plan) | $16,250 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $266,915-100.0% | $319,010-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 55.4%-55.4pp | 47.0%-47.0pp | 44.4%-44.4pp |
| Annual return | -17.44% | 12.39%-29.8pp | 10.22%-27.7pp | -14.65%-2.8pp |
| Employer contribution / active EE | $0 | $53,680-100.0% | $51,215-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $9,726-100.0% | $10,810-100.0% | $14,631-100.0% |