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.10+ years Service code 11 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Actuarial | $127,866 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 109 INTERNATIONAL DIRVE · FRANKLIN, TN 37067 | Advisory (Plan) | $32,500 |
PKF O'CONNOR DAVIES, LLP10+ years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · HARRISON, NY 10528 | Accounting | $28,800 |
DAVIS WRIGHT TREMAINE10+ years Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 1740 BROADWAY #3 · NEW YORK, NY 10019 | Legal | $22,724 |
COMERICA BANK10+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $18,693 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 27 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $16,202 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $315,650-100.0% | $308,621-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 62.7%-62.7pp | 57.2%-57.2pp | 44.0%-44.0pp |
| Annual return | 6.61% | 8.12%-1.5pp | 8.06%-1.4pp | 13.05%-6.4pp |
| Employer contribution / active EE | $0 | $44,127-100.0% | $42,627-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,864-100.0% |