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.7+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $33,131 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,632 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,693 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 DBA BUKATY COMPANIES · LEAWOOD, KS 66211 | Advisory (Plan) | $14,284 |
SAMET & COMPANY PC5 years Filed as: SAMET & COMPNAY PC Service code 10 1330 BOYLSTON STREET · CHESTNUT HILL, MA 02467 | Accounting | $8,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,040 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,296 | $93,131-55.7% | $106,548-61.2% | $86,799-52.4% |
| Participation rate | 96.7% | 81.4%+15.3pp | 76.1%+20.6pp | 72.3%+24.4pp |
| Annual return | 13.64% | 19.45%-5.8pp | 26.80%-13.2pp | 97.91%-84.3pp |
| Employer contribution / active EE | $1,995 | $2,895-31.1% | $2,819-29.2% | $2,405-17.1% |
| Participant deferral / active EE | $3,542 | $4,708-24.8% | $4,398-19.5% | $4,131-14.3% |
| Admin fee / account holder | $416 | $145+187.0% | $7,407-94.4% | $170+145.6% |