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 | $41,906 |
DIETZ & LYNCH CAPITAL6+ years Service code 64 · EIN 95-2834236 | Recordkeeping Fees | $24,187 |
THE ANGELL PENSION GROUP, INC.6+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 64 · EIN 04-2530412 | Recordkeeping Fees | $10,597 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $2,650 |
Filed as: FIDELITY INV INST OPER CO Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,616 | $111,491+2.8% | $189,513-39.5% | $86,799+32.0% |
| Participation rate | 99.4% | 87.3%+12.1pp | 87.8%+11.6pp | 72.3%+27.1pp |
| Annual return | 15.58% | 83.50%-67.9pp | 555.15%-539.6pp | 97.91%-82.3pp |
| Employer contribution / active EE | $5,282 | $3,951+33.7% | $6,162-14.3% | $2,405+119.6% |
| Participant deferral / active EE | $6,246 | $6,437-3.0% | $8,221-24.0% | $4,131+51.2% |
| Admin fee / account holder | $200 | $189+6.2% | $12,045-98.3% | $170+18.2% |