Filed January 20, 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 |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $136,280 |
Service code 37 · EIN 04-2647786 | Loan Processing | $82,799 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,510 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $200,344 | $86,897+130.6% | $151,611+32.1% | $64,808+209.1% |
| Participation rate | 98.2% | 87.3%+10.9pp | 87.5%+10.7pp | 71.5%+26.7pp |
| Annual return | -18.55% | -3.57%-15.0pp | 3.33%-21.9pp | 32.82%-51.4pp |
| Employer contribution / active EE | $7,216 | $4,010+79.9% | $6,166+17.0% | $2,506+188.0% |
| Participant deferral / active EE | $11,693 | $6,690+74.8% | $8,363+39.8% | $4,310+171.3% |
| Admin fee / account holder | $348 | $153+127.5% | $11,616-97.0% | $188+85.3% |