Filed July 9, 2026 (most recent of 8 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
Filed as: CORNERSTONE ADVISORS ASSET MGMT, IN Service code 26 · EIN 75-3204798 | Advisory (Participants) | $39,007 |
TIAA1 year Service code 26 · EIN 13-1624203 | Advisory (Participants) | $6,458 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,640 | $57,281+86.2% | $86,612+23.1% | $75,163+41.9% |
| Participation rate | 86.7% | 63.2%+23.5pp | 71.7%+15.0pp | 67.2%+19.5pp |
| Annual return | 13.52% | 2670.75%-2657.2pp | 591.07%-577.5pp | 160.62%-147.1pp |
| Employer contribution / active EE | $6,162 | $2,314+166.3% | $3,022+103.9% | $2,670+130.8% |
| Participant deferral / active EE | $6,879 | $3,318+107.4% | $4,438+55.0% | $4,125+66.8% |
| Admin fee / account holder | $347 | $4,112-91.6% | $5,614-93.8% | $5,651-93.9% |