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 | $471,023 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,910 |
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 | $306,231 | $144,996+111.2% | $111,297+175.1% | $93,030+229.2% |
| Participation rate | 96.2% | 86.2%+10.1pp | 77.3%+18.9pp | 73.9%+22.3pp |
| Annual return | 18.24% | 18.26%0pp | 54.65%-36.4pp | 158.70%-140.5pp |
| Employer contribution / active EE | $6,296 | $3,056+106.0% | $2,731+130.5% | $2,706+132.7% |
| Participant deferral / active EE | $10,460 | $5,587+87.2% | $4,487+133.1% | $4,562+129.3% |
| Admin fee / account holder | $136 | $103+31.0% | $7,964-98.3% | $152-10.6% |