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.5+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $26,555 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 DBA BUKATY COMPANIES · LEAWOOD, KS 66211 | Advisory (Plan) | $19,603 |
INDEPENDENT FINANCIAL PARTNERS5+ years Service code 27 3030 NORTH ROCKY POINT DR SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $12,536 |
THE ANGELL PENSION GROUP, INC.5+ years Filed as: THE ANGELL PENSION GROUP,INC. Service code 13 | Contract Administrator | $10,000 |
SAMET & COMPANY PC3 years Filed as: SAMET & COMPNAY PC Service code 10 1330 BOYLSTON STREET · CHESTNUT HILL, MA 02467 | Accounting | $7,750 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,341 | $74,347-10.8% | $93,606-29.1% | $67,579-1.8% |
| Participation rate | 61.0% | 80.6%-19.6pp | 75.8%-14.8pp | 71.3%-10.3pp |
| Annual return | 27.88% | 28.07%-0.2pp | 32.76%-4.9pp | 378.56%-350.7pp |
| Employer contribution / active EE | $1,355 | $2,583-47.6% | $2,718-50.2% | $2,148-36.9% |
| Participant deferral / active EE | $2,607 | $4,060-35.8% | $4,069-35.9% | $3,539-26.3% |
| Admin fee / account holder | $252 | $123+105.8% | $7,888-96.8% | $142+77.4% |