Filed November 21, 2025 (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 |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $11,437 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,506 |
CARON & BLETZER, PLLC3+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $6,915 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP Service code 49 | Other Services | $5,260 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,909 | $63,299-8.5% | $91,001-36.4% | $62,292-7.0% |
| Participation rate | 94.2% | 73.3%+20.9pp | 75.6%+18.6pp | 69.5%+24.7pp |
| Annual return | 16.05% | 20.99%-4.9pp | 4.60%+11.4pp | 28.90%-12.8pp |
| Employer contribution / active EE | $1,388 | $1,807-23.2% | $2,456-43.5% | $2,042-32.0% |
| Participant deferral / active EE | $4,144 | $2,943+40.8% | $3,547+16.8% | $3,169+30.8% |
| Admin fee / account holder | $41 | $468-91.3% | $5,417-99.2% | $479-91.5% |