Filed August 13, 2026 (most recent of 6 filings on file)
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 |
|---|---|---|
MP P.C.4 years Service code 99 · EIN 77-7000777 | Other Fees | $38,550 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $25,000 |
PARADISE COPIES LLC2 years Service code 99 · EIN 04-3058359 | Other Fees | $12,455 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 99 · EIN 04-2530412 | Other Fees | $11,190 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVST INSTITUTIONAL OPP CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,147 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,251 | $115,444+75.2% | $65,493+208.8% | $102,872+96.6% |
| Participation rate | 76.1% | 71.2%+5.0pp | 73.1%+3.0pp | 73.0%+3.1pp |
| Annual return | 14.37% | 15.94%-1.6pp | 982.45%-968.1pp | 19.06%-4.7pp |
| Employer contribution / active EE | $6,380 | $3,409+87.2% | $2,574+147.9% | $3,526+80.9% |
| Participant deferral / active EE | $4,570 | $4,118+11.0% | $3,961+15.4% | $5,535-17.4% |
| Admin fee / account holder | $71 | $123-42.3% | $5,028-98.6% | $292-75.7% |