Filed July 14, 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 13 · EIN 42-0127290 | Contract Administrator | $39,315 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $12,359 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,543 | $49,915+7.3% | $154,803-65.4% | $74,304-27.9% |
| Participation rate | 67.9% | 54.0%+14.0pp | 78.1%-10.1pp | 60.3%+7.6pp |
| Annual return | 15.35% | 34.06%-18.7pp | 58.88%-43.5pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,497 | $1,611+55.0% | $4,305-42.0% | $2,241+11.4% |
| Participant deferral / active EE | $1,273 | $2,255-43.5% | $5,540-77.0% | $3,767-66.2% |
| Admin fee / account holder | $312 | $2,189-85.7% | $14,329-97.8% | $2,969-89.5% |