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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.
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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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $15,000 |
CARON & BLETZER, PLLC6 years Filed as: CARON AND BLETZER PLLC Service code 99 · EIN 11-1000111 | Other Fees | $11,500 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $7,363 |
Filed as: ANGELL PENSION GROUP Service code 49 | Other Services | $7,041 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,942 | $176,947-75.7% | $88,946-51.7% | - |
| Participation rate | 94.0% | 61.8%+32.1pp | 68.8%+25.1pp | - |
| Annual return | 17.94% | 15.13%+2.8pp | 57.82%-39.9pp | - |
| Employer contribution / active EE | $2,360 | $2,196+7.5% | $2,555-7.6% | - |
| Participant deferral / active EE | $5,790 | $4,114+40.7% | $4,581+26.4% | - |
| Admin fee / account holder | $387 | $22,209-98.3% | $8,261-95.3% | - |