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 FINANCIAL5+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $19,374 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,843 |
THE ANGELL PENSION GROUP, INC.5+ years Filed as: THE ANGELL PENSION GROUP Service code 13 | Contract Administrator | $9,176 |
CARON & BLETZER, PLLC5+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $7,600 |
THE ANGELL PENSION GROUP, INC.5+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $54,824 | $66,310-17.3% | $93,606-41.4% | $65,185-15.9% |
| Participation rate | 95.7% | 74.0%+21.7pp | 75.8%+19.9pp | 70.2%+25.5pp |
| Annual return | 21.85% | 42.58%-20.7pp | 32.76%-10.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,459 | $2,012-27.5% | $2,718-46.3% | $2,177-33.0% |
| Participant deferral / active EE | $4,445 | $3,342+33.0% | $4,069+9.3% | $3,514+26.5% |
| Admin fee / account holder | $58 | $6,897-99.2% | $7,888-99.3% | $847-93.2% |