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 FINANCIAL6+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $22,379 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,433 |
THE ANGELL PENSION GROUP, INC.6+ years Filed as: THE ANGELL PENSION GROUP Service code 13 | Contract Administrator | $10,066 |
CARON & BLETZER, PLLC6+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $7,900 |
THE ANGELL PENSION GROUP, INC.6+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,623 | $70,908+1.0% | $98,907-27.6% | $73,488-2.5% |
| Participation rate | 96.1% | 73.8%+22.3pp | 76.0%+20.1pp | 70.7%+25.4pp |
| Annual return | 13.49% | 34.17%-20.7pp | 196.43%-182.9pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,666 | $2,036-18.2% | $2,689-38.0% | $2,270-26.6% |
| Participant deferral / active EE | $5,166 | $3,500+47.6% | $4,244+21.7% | $3,740+38.1% |
| Admin fee / account holder | $61 | $535-88.7% | $6,642-99.1% | $513-88.2% |