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 FINANCIAL11+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $28,200 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,120 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $13,440 |
CARON & BLETZER, PLLC11+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $12,000 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,410 | $84,556+24.7% | $116,228-9.3% | $74,304+41.9% |
| Participation rate | 94.2% | 66.0%+28.2pp | 74.6%+19.7pp | 60.3%+33.9pp |
| Annual return | 12.36% | 18.35%-6.0pp | 90.06%-77.7pp | 29.43%-17.1pp |
| Employer contribution / active EE | $1,637 | $2,168-24.5% | $2,994-45.3% | $2,241-27.0% |
| Participant deferral / active EE | $6,797 | $3,814+78.2% | $4,953+37.2% | $3,767+80.4% |
| Admin fee / account holder | $96 | $3,792-97.5% | $11,989-99.2% | $2,969-96.8% |