See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: ALPHA PENSION GROUP INC Service code 99 | Other Fees | $13,749 |
Filed as: ALPHA PENSION GROUP INC. Service code 99 · EIN 26-2219855 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,817 | $71,192-52.5% | $117,854-71.3% | $62,292-45.7% |
| Participation rate | 79.0% | 74.2%+4.8pp | 79.7%-0.7pp | 69.5%+9.5pp |
| Annual return | 19.33% | 18.66%+0.7pp | 335.08%-315.7pp | 28.90%-9.6pp |
| Employer contribution / active EE | $1,155 | $1,934-40.3% | $3,786-69.5% | $2,042-43.5% |
| Participant deferral / active EE | $3,830 | $3,189+20.1% | $4,482-14.5% | $3,169+20.9% |
| Admin fee / account holder | $23 | $587-96.1% | $8,020-99.7% | $479-95.2% |