Filed May 19, 2026 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERIPRISE FINANCIAL SERVICES INC11+ years Service code 27 · EIN 38-2722519 | Advisory (Plan) | $40,735 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,486 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,246 | $50,982-11.2% | $154,803-70.8% | $85,563-47.1% |
| Participation rate | 75.7% | 59.8%+15.9pp | 78.1%-2.4pp | 66.0%+9.7pp |
| Annual return | 18.22% | 30.35%-12.1pp | 58.88%-40.7pp | 31.51%-13.3pp |
| Employer contribution / active EE | $2,029 | $1,708+18.8% | $4,305-52.9% | $2,654-23.5% |
| Participant deferral / active EE | $3,925 | $2,474+58.6% | $5,540-29.2% | $4,375-10.3% |
| Admin fee / account holder | $156 | $846-81.6% | $14,329-98.9% | $834-81.3% |