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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 21 · EIN 04-2647786 | Bank Trustee | $416,561 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $129,946 |
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 | $296,823 | $110,299+169.1% | $102,423+189.8% | $199,593+48.7% |
| Participation rate | 98.1% | 86.3%+11.8pp | 76.5%+21.6pp | 72.0%+26.1pp |
| Annual return | 16.47% | 35.73%-19.3pp | 29.32%-12.8pp | 34.25%-17.8pp |
| Employer contribution / active EE | $6,913 | $3,603+91.9% | $3,023+128.6% | $3,034+127.8% |
| Participant deferral / active EE | $12,055 | $6,376+89.1% | $5,053+138.6% | $5,087+137.0% |
| Admin fee / account holder | $130 | $122+6.2% | $9,451-98.6% | $269-51.7% |