Filed August 12, 2025
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $78,816 |
CREATIVE PLANNING LLC1 year Service code 16 · EIN 43-1270780 | Consulting | $56,250 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN COMPANIES, INC. Service code 16 · EIN 36-2668272 | Consulting | $40,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,017 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 16 · EIN 04-3499945 | Consulting | $7,215 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,785 | $58,644-27.0% | $177,989-76.0% | $199,593-78.6% |
| Participation rate | 88.5% | 65.5%+23.0pp | 77.1%+11.4pp | 72.0%+16.5pp |
| Annual return | 23.10% | 19.25%+3.9pp | 294.48%-271.4pp | 34.25%-11.1pp |
| Employer contribution / active EE | $4 | $1,801-99.8% | $3,949-99.9% | $3,034-99.9% |
| Participant deferral / active EE | $8,119 | $4,248+91.1% | $6,276+29.4% | $5,087+59.6% |
| Admin fee / account holder | $68 | $145-53.4% | $10,363-99.3% | $269-74.8% |