Filed March 25, 2026 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $177,770 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $99,438 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$221,636 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,774 | $128,899+103.9% | $113,168+132.2% | $102,872+155.4% |
| Participation rate | 98.0% | 87.0%+10.9pp | 76.6%+21.4pp | 73.0%+24.9pp |
| Annual return | 14.56% | 15.88%-1.3pp | 24.27%-9.7pp | 19.06%-4.5pp |
| Employer contribution / active EE | $6,536 | $3,713+76.0% | $2,975+119.7% | $3,526+85.3% |
| Participant deferral / active EE | $15,778 | $6,787+132.5% | $5,107+209.0% | $5,535+185.1% |
| Admin fee / account holder | $14 | $129-89.1% | $12,068-99.9% | $292-95.2% |