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 5-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 |
|---|---|---|
FID INV INST OPS CO1+ years Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO1+ years Filed as: FID MGMT TRUST CO Service code 25 · EIN 04-2723880 | Directed Trustee | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,125-100.0% | $311,837-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 14.6%-14.6pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | -2.70% | 10.56%-13.3pp | 4677.09%-4679.8pp | 10.56%-13.3pp |
| Employer contribution / active EE | $5,405 | $13,643-60.4% | $49,501-89.1% | $13,643-60.4% |
| Participant deferral / active EE | $0 | $62-100.0% | $312-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | - | $3,354-100.0% |