Filed October 20, 2021
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 4-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 |
|---|---|---|
Filed as: THE ANGELL PENSION GROUP Service code 16 · EIN 04-2530412 | Consulting | $8,620 |
FID INV INST OPS CO4+ years Filed as: FID. INVEST. INSTIT. OPER. CO LLC Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO4+ years Filed as: FID. INVEST INSTIT. OPER. CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$34,442 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,734 | $53,136+294.7% | $155,509+34.9% | $199,593+5.1% |
| Participation rate | 75.1% | 64.1%+11.0pp | 78.2%-3.1pp | 72.0%+3.1pp |
| Annual return | 14.32% | 41.15%-26.8pp | 64.67%-50.3pp | 34.25%-19.9pp |
| Employer contribution / active EE | $13,319 | $1,851+619.5% | $4,672+185.1% | $3,034+339.0% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | -$17 | $185-108.9% | $15,912-100.1% | $269-106.2% |