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 |
|---|---|---|
ALLIED PRINTING SERVICES1 year Filed as: ALLIED PRINTING SERVICES, INC Service code 99 · EIN 11-1000111 | Other Fees | $46,285 |
MORIARTY & PRIMACK3+ years Service code 99 · EIN 04-3191789 | Other Fees | $16,175 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $14,500 |
SMITH COLLEGE3+ years Service code 99 · EIN 04-1843040 | Other Fees | $11,030 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 99 · EIN 04-2530413 | Other Fees | $9,919 |
Filed as: FIDELITY INVST INSTITUTIONAL OPP CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,213 |
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 | $164,301 | $92,091+78.4% | $62,995+160.8% | $77,958+110.8% |
| Participation rate | 70.2% | 74.5%-4.2pp | 74.8%-4.6pp | 71.6%-1.4pp |
| Annual return | 14.42% | 16.23%-1.8pp | 87.57%-73.2pp | 20.87%-6.5pp |
| Employer contribution / active EE | $4,923 | $3,424+43.8% | $2,759+78.5% | $2,310+113.1% |
| Participant deferral / active EE | $3,384 | $3,361+0.7% | $3,329+1.6% | $3,537-4.3% |
| Admin fee / account holder | $100 | $48+108.1% | $3,600-97.2% | $97+2.4% |