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 FINANCIAL9+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $25,508 |
THE ANGELL PENSION GROUP, INC.9+ years Filed as: THE ANGELL PENSION GROUP Service code 13 | Contract Administrator | $11,508 |
CARON & BLETZER, PLLC9+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $9,700 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,225 |
THE ANGELL PENSION GROUP, INC.9+ 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 | $83,055 | $71,516+16.1% | $98,439-15.6% | $71,457+16.2% |
| Participation rate | 94.0% | 72.7%+21.3pp | 75.2%+18.8pp | 67.9%+26.1pp |
| Annual return | 14.71% | 32.41%-17.7pp | 21.16%-6.4pp | 28.85%-14.1pp |
| Employer contribution / active EE | $1,967 | $2,399-18.0% | $3,048-35.5% | $2,588-24.0% |
| Participant deferral / active EE | $6,540 | $4,109+59.2% | $4,738+38.0% | $4,289+52.5% |
| Admin fee / account holder | $45 | $1,675-97.3% | $8,948-99.5% | $1,587-97.1% |