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 | $4,363 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$65,861 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $155,231 | $55,331+180.5% | $81,812+89.7% | $199,593-22.2% |
| Participation rate | 82.8% | 62.5%+20.3pp | 72.3%+10.5pp | 72.0%+10.8pp |
| Annual return | 15.71% | 19.59%-3.9pp | 773.79%-758.1pp | 34.25%-18.5pp |
| Employer contribution / active EE | $0 | $2,101-100.0% | $2,912-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $9,804 | $3,283+198.6% | $4,319+127.0% | $5,087+92.7% |
| Admin fee / account holder | -$34 | $346-109.9% | $7,386-100.5% | $269-112.7% |