Filed September 25, 2026 (most recent of 2 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: FIDELITY INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $27,296 |
DIETZ & LYNCH CAPITAL4+ years Service code 64 · EIN 95-2834236 | Recordkeeping Fees | $25,258 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 64 · EIN 04-2530412 | Recordkeeping Fees | $10,098 |
Filed as: FIDELITY INV INST OPER CO Service code 60 | Sub-TA Fees | $0 |
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 | $88,280 | $88,515-0.3% | $162,163-45.6% | $67,579+30.6% |
| Participation rate | 99.4% | 86.8%+12.6pp | 87.6%+11.8pp | 71.3%+28.1pp |
| Annual return | 23.57% | 27.04%-3.5pp | 115.59%-92.0pp | 378.56%-355.0pp |
| Employer contribution / active EE | $5,879 | $3,563+65.0% | $5,614+4.7% | $2,148+173.7% |
| Participant deferral / active EE | $5,133 | $5,724-10.3% | $7,298-29.7% | $3,539+45.0% |
| Admin fee / account holder | $172 | $124+38.8% | $10,843-98.4% | $142+20.6% |