Filed February 17, 2026 (most recent of 7 filings on file)
Total covered: 63 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 | $240,356 |
FREED MAXICK CPAS PC1 year Service code 10 · EIN 45-4051133 | Accounting | $15,950 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,369 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,050 | $52,346+47.2% | $143,757-46.4% | $78,044-1.3% |
| Participation rate | 71.4% | 72.7%-1.3pp | 80.3%-8.9pp | 74.4%-3.1pp |
| Annual return | -14.17% | -14.19%0pp | -0.04%-14.1pp | 10.87%-25.0pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,951-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $4,965 | $3,800+30.6% | $5,637-11.9% | $5,084-2.4% |
| Admin fee / account holder | $36 | $63-42.9% | $14,673-99.8% | $79-54.1% |