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 3-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 |
|---|---|---|
Filed as: ANGELL PENSION GROUP Service code 49 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $0 |
CAPE ANN CAPITAL, INC.1 year Service code 99 · EIN 04-3466809 22 GROVE STREET · CONCORD, MA 01742 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,164 | $40,385+6.9% | $80,569-46.4% | $74,419-42.0% |
| Participation rate | 94.9% | 47.4%+47.5pp | 67.0%+27.9pp | 70.7%+24.2pp |
| Annual return | 97044.38% | 164.85%+96879.5pp | 935.43%+96109.0pp | 34.38%+97010.0pp |
| Employer contribution / active EE | $869 | $1,496-41.9% | $2,723-68.1% | $2,637-67.1% |
| Participant deferral / active EE | $2,368 | $2,674-11.5% | $4,447-46.8% | $4,528-47.7% |
| Admin fee / account holder | $110 | $720-84.7% | $5,377-98.0% | $348-68.4% |