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 |
|---|---|---|
ALPHA PENSION GROUP, INC.4 years Filed as: ALPHA PENSION GROUP INC Service code 99 | Other Fees | $23,504 |
ALPHA PENSION GROUP, INC.4 years 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 | $55,287 | $81,474-32.1% | $133,956-58.7% | $73,488-24.8% |
| Participation rate | 86.4% | 76.4%+10.0pp | 79.8%+6.6pp | 70.7%+15.7pp |
| Annual return | 11.94% | 19.40%-7.5pp | 45.09%-33.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,422 | $2,209-35.7% | $3,919-63.7% | $2,270-37.4% |
| Participant deferral / active EE | $5,382 | $3,786+42.1% | $5,048+6.6% | $3,740+43.9% |
| Admin fee / account holder | $57 | $713-92.0% | $8,927-99.4% | $513-88.9% |