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 |
|---|---|---|
DIETZ & LYNCH CAPITAL7+ years Service code 64 · EIN 95-2834236 | Recordkeeping Fees | $31,873 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $26,914 |
THE ANGELL PENSION GROUP, INC.7+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 | Other Services | $10,488 |
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 | $86,935 | $86,8970% | $151,611-42.7% | $64,808+34.1% |
| Participation rate | 98.9% | 87.3%+11.6pp | 87.5%+11.4pp | 71.5%+27.4pp |
| Annual return | -14.58% | -3.57%-11.0pp | 3.33%-17.9pp | 32.82%-47.4pp |
| Employer contribution / active EE | $5,461 | $4,010+36.2% | $6,166-11.4% | $2,506+117.9% |
| Participant deferral / active EE | $6,426 | $6,690-3.9% | $8,363-23.2% | $4,310+49.1% |
| Admin fee / account holder | $156 | $153+1.8% | $11,616-98.7% | $188-17.1% |