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 FINANCIAL8+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $26,137 |
THE ANGELL PENSION GROUP, INC.8+ years Filed as: THE ANGELL PENSION GROUP Service code 13 | Contract Administrator | $11,857 |
CARON & BLETZER, PLLC8+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $8,700 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,572 |
THE ANGELL PENSION GROUP, INC.8+ 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,749 | $72,607-2.6% | $90,749-22.0% | $66,914+5.7% |
| Participation rate | 94.1% | 73.7%+20.4pp | 75.7%+18.4pp | 69.8%+24.3pp |
| Annual return | -16.53% | -12.28%-4.3pp | -12.16%-4.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,641 | $2,369-30.7% | $2,921-43.8% | $2,544-35.5% |
| Participant deferral / active EE | $5,748 | $3,977+44.5% | $4,564+25.9% | $4,237+35.7% |
| Admin fee / account holder | $40 | $707-94.3% | $8,445-99.5% | $593-93.2% |