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 | $430,856 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,748 |
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 | $287,214 | $176,491+62.7% | $95,952+199.3% | $90,288+218.1% |
| Participation rate | 97.7% | 86.6%+11.1pp | 77.1%+20.6pp | 73.4%+24.3pp |
| Annual return | 20.98% | 20.14%+0.8pp | 91.61%-70.6pp | 53.97%-33.0pp |
| Employer contribution / active EE | $2,300 | $2,789-17.5% | $2,541-9.5% | $2,524-8.9% |
| Participant deferral / active EE | $9,321 | $5,340+74.6% | $4,167+123.7% | $4,232+120.2% |
| Admin fee / account holder | $125 | $154-18.6% | $6,795-98.2% | $114+10.0% |