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 |
|---|---|---|
SMITH COLLEGE2+ years Service code 99 · EIN 04-1843040 | Other Fees | $36,262 |
MORIARTY & PRIMACK2+ years Service code 99 · EIN 04-3191789 | Other Fees | $12,730 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 99 · EIN 04-2530413 | Other Fees | $7,018 |
Filed as: FIDELITY INVST INSTITUTIONAL OPP CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $149,966 | $85,199+76.0% | $57,179+162.3% | $63,975+134.4% |
| Participation rate | 67.4% | 74.0%-6.6pp | 75.3%-7.9pp | 71.1%-3.7pp |
| Annual return | 7.01% | 10.43%-3.4pp | 14.59%-7.6pp | 48.65%-41.6pp |
| Employer contribution / active EE | $4,667 | $3,446+35.4% | $2,682+74.0% | $2,182+113.9% |
| Participant deferral / active EE | $3,128 | $3,109+0.6% | $3,096+1.0% | $3,356-6.8% |
| Admin fee / account holder | $55 | $39+41.5% | $3,139-98.3% | $70-22.4% |