Filed July 23, 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 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $58,292 |
STERNE AGEE FINANCIAL SERVICES3+ years Service code 16 800 SHADES CREEK PHW. · BIRMINGHAM, AL 35209 | Consulting | $42,848 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $20,736 | $46,173-55.1% | $170,442-87.8% | $69,631-70.2% |
| Participation rate | 91.8% | 63.9%+27.9pp | 83.6%+8.2pp | 70.7%+21.1pp |
| Annual return | 15.91% | 21.62%-5.7pp | 205.93%-190.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $1,002 | $1,610-37.8% | $5,433-81.6% | $2,032-50.7% |
| Participant deferral / active EE | $1,390 | $2,080-33.2% | $4,939-71.9% | $3,224-56.9% |
| Admin fee / account holder | $54 | $116-53.2% | $13,880-99.6% | $110-50.9% |