Filed October 17, 2025
Total covered: 149 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $161,284 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $154,307 |
HARPER & PEARSON COMPANY, P.C.2+ years Filed as: HARPER & PEARSON COMPANY Service code 10 · EIN 74-1695589 | Accounting | $24,423 |
Form 5500 reported that benefits due were not provided when due.
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 | $67,551 | $86,372-21.8% | $123,892-45.5% | $65,292+3.5% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.4%-1.4pp | 72.4%+7.6pp |
| Annual return | 16.92% | 11.27%+5.6pp | 47.52%-30.6pp | 11.84%+5.1pp |
| Employer contribution / active EE | $858 | $2,838-69.8% | $4,617-81.4% | $2,302-62.7% |
| Participant deferral / active EE | $5,206 | $5,625-7.4% | $5,984-13.0% | $3,579+45.5% |
| Admin fee / account holder | $36 | $53-31.8% | $8,357-99.6% | $57-37.2% |