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 | $467,593 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $113,875 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,065 | $130,141+75.2% | $86,677+163.1% | $77,904+192.8% |
| Participation rate | 97.6% | 85.9%+11.7pp | 76.6%+21.1pp | 73.7%+24.0pp |
| Annual return | -17.56% | -12.75%-4.8pp | 35.91%-53.5pp | 12.21%-29.8pp |
| Employer contribution / active EE | $6,629 | $3,220+105.9% | $2,836+133.7% | $2,848+132.8% |
| Participant deferral / active EE | $10,836 | $5,757+88.2% | $4,656+132.8% | $4,806+125.5% |
| Admin fee / account holder | $135 | $132+2.5% | $7,493-98.2% | $133+1.9% |