Filed November 5, 2025 (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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS Service code 17 · EIN 06-1504963 | Pension Consulting | $13,700 |
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $12,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,437 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,891 | $50,498+12.7% | $75,781-24.9% | $55,191+3.1% |
| Participation rate | 33.0% | 69.4%-36.4pp | 75.8%-42.8pp | 69.2%-36.1pp |
| Annual return | -1.83% | 1.80%-3.6pp | 9.68%-11.5pp | 10.78%-12.6pp |
| Employer contribution / active EE | $2,273 | $2,291-0.8% | $3,323-31.6% | $1,899+19.7% |
| Participant deferral / active EE | $3,075 | $2,589+18.7% | $3,651-15.8% | $3,046+0.9% |
| Admin fee / account holder | $171 | $123+39.2% | $5,299-96.8% | $91+88.6% |