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 CO2+ years Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO2+ 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 | $317,036-100.0% | - | $317,036-100.0% |
| Participation rate | 0.0% | 13.0%-13.0pp | 0.0%0pp | 13.0%-13.0pp |
| Annual return | 15.63% | 13.59%+2.0pp | 12.90%+2.7pp | 13.59%+2.0pp |
| Employer contribution / active EE | $22,727 | $14,592+55.8% | $53,929-57.9% | $14,592+55.8% |
| Participant deferral / active EE | $0 | $67-100.0% | $78-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | - | $29,657-100.0% |