Filed June 30, 2026 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL PLANNING CORPORATION2 years Filed as: NATIONAL PLANNING CORP Service code 27 2 SOUTH BISCAYNE BLVD. · MIAMI, FL 33131 | Advisory (Plan) | $22,017 |
COMERICA BANK3+ years Filed as: COMERICA BANK INSTITUTIONAL TRUST Service code 19 PO BOX 75000 · DETROIT, MI 48275 | Securities Custodian | $8,077 |
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 | $29,595-100.0% | $260,109-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 4.0%-4.0pp | 43.2%-43.2pp | 11.3%-11.3pp |
| Annual return | 14.98% | 14.65%+0.3pp | 8.93%+6.1pp | 10.41%+4.6pp |
| Employer contribution / active EE | $4,819 | $18,218-73.5% | $43,470-88.9% | $14,691-67.2% |
| Participant deferral / active EE | $0 | $64-100.0% | $223-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,327-100.0% | $1,225-100.0% | $2,646-100.0% |