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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $20,375 |
N&K CPAS, INC.1 year Filed as: MP CPAS Service code 99 · EIN 33-3000333 | Other Fees | $17,720 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 99 · EIN 04-2530413 | Other Fees | $10,927 |
ALLIED PRINTING SERVICES1 year Filed as: ALLIED PRINTING SERVICES, INC. Service code 99 · EIN 11-1000111 | Other Fees | $6,915 |
Filed as: FIDELITY INVST INSTITUTIONAL OPP CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,193 |
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 | $186,336 | $105,581+76.5% | $70,449+164.5% | $90,288+106.4% |
| Participation rate | 84.3% | 77.5%+6.8pp | 75.1%+9.2pp | 73.4%+10.9pp |
| Annual return | 13.67% | 14.78%-1.1pp | 109.03%-95.4pp | 53.97%-40.3pp |
| Employer contribution / active EE | $6,312 | $3,304+91.1% | $2,737+130.7% | $2,524+150.1% |
| Participant deferral / active EE | $4,929 | $3,813+29.3% | $3,709+32.9% | $4,232+16.5% |
| Admin fee / account holder | $103 | $68+52.3% | $3,845-97.3% | $114-9.9% |