Filed March 19, 2026 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PSOLVE3+ years Service code 28 · EIN 04-3513306 | Investment Management | $128,484 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $61,248 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 21 · EIN 42-1558009 | Bank Trustee | $23,949 |
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.
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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 11.84% | 10.93%+0.9pp | 10.16%+1.7pp | 13.95%-2.1pp |
| Employer contribution / active EE | $31,283 | $10,209+206.4% | $33,192-5.8% | $16,598+88.5% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |