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 |
|---|---|---|
Service code 21 · EIN 04-2647786 | Bank Trustee | $226,272 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,765 |
Filed as: FIDELITY INSVESTMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSITTUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMETNS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIGELITY INVESTMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,455 | $105,247+134.2% | $87,100+183.0% | $77,787+216.8% |
| Participation rate | 98.4% | 85.8%+12.6pp | 76.9%+21.6pp | 73.2%+25.2pp |
| Annual return | 24.58% | 24.52%+0.1pp | 28.19%-3.6pp | 32.57%-8.0pp |
| Employer contribution / active EE | $5,833 | $2,895+101.5% | $2,521+131.4% | $2,504+132.9% |
| Participant deferral / active EE | $9,613 | $5,060+90.0% | $4,049+137.4% | $3,967+142.3% |
| Admin fee / account holder | $67 | $104-35.5% | $7,497-99.1% | $100-32.6% |