Filed June 30, 2026 (most recent of 7 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 |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Filed as: RBC CAPITAL MARKETS CORPORATION Service code 27 60 SOUTH 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $22,793 |
COMERICA BANK2+ years Filed as: COMERICA BANK INSTITUTIONAL TRUST Service code 19 PO BOX 75000 · DETROIT, MI 482753462 | Securities Custodian | $8,063 |
NATIONAL PLANNING CORPORATION1 year Filed as: NATIONAL PLANNING CORP Service code 27 2 SOUTH BISCAYNE BLVD. · MIAMI, FL 33131 | Advisory (Plan) | $3,111 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $25,208-100.0% | $115,507-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 3.5%-3.5pp | 42.8%-42.8pp | 12.6%-12.6pp |
| Annual return | 7.00% | 3.08%+3.9pp | 4.07%+2.9pp | 4.56%+2.4pp |
| Employer contribution / active EE | $5,970 | $13,461-55.6% | $45,149-86.8% | $15,526-61.5% |
| Participant deferral / active EE | $0 | $34-100.0% | $92-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,203-100.0% | $203,571-100.0% | $1,711-100.0% |