See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $189,903 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $74,946 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $29,500 |
Filed as: THE ANGEL PENSION GROUP INC Service code 16 · EIN 04-2530412 | Consulting | $19,500 |
STROEMER & COMPANY1 year Filed as: STROEMER AND COMPLANY, LLC Service code 16 · EIN 32-0394930 | Consulting | $10,315 |
Form 5500 reported that benefits due were not provided when due.
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 | $57,283 | $81,357-29.6% | $75,972-24.6% | $199,593-71.3% |
| Participation rate | 95.2% | 69.9%+25.3pp | 69.1%+26.2pp | 72.0%+23.3pp |
| Annual return | 16.22% | 16.32%-0.1pp | 359.55%-343.3pp | 34.25%-18.0pp |
| Employer contribution / active EE | $8,053 | $3,341+141.1% | $2,685+199.9% | $3,034+165.4% |
| Participant deferral / active EE | $11,910 | $4,710+152.9% | $4,255+179.9% | $5,087+134.1% |
| Admin fee / account holder | $138 | $144-4.4% | $6,467-97.9% | $269-48.6% |