Filed January 18, 2026 (most recent of 2 filings on file)
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 26 · EIN 71-0294708 | Advisory (Participants) | $19,578 |
FUST CHARLES CHAMBERS LLP2 years Service code 99 · EIN 33-3000333 | Other Fees | $7,446 |
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 | $22,326 | $62,928-64.5% | $172,739-87.1% | $67,579-67.0% |
| Participation rate | 93.9% | 64.5%+29.4pp | 82.6%+11.2pp | 71.3%+22.6pp |
| Annual return | 25.01% | 30.36%-5.3pp | 802.84%-777.8pp | 378.56%-353.5pp |
| Employer contribution / active EE | $1,846 | $1,636+12.8% | $5,143-64.1% | $2,148-14.1% |
| Participant deferral / active EE | $3,110 | $2,145+45.0% | $5,198-40.2% | $3,539-12.1% |
| Admin fee / account holder | $30 | $167-82.0% | $13,954-99.8% | $142-78.9% |