Filed January 21, 2026 (most recent of 2 filings on file)
Total covered: 28 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,346 | $109,359-24.7% | $162,163-49.2% | $72,985+12.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 26.16% | 25.46%+0.7pp | 115.59%-89.4pp | 81.00%-54.8pp |
| Employer contribution / active EE | $4,070 | $3,907+4.2% | $5,614-27.5% | $2,440+66.8% |
| Participant deferral / active EE | $4,407 | $5,481-19.6% | $7,298-39.6% | $3,607+22.2% |
| Admin fee / account holder | $1,738 | $7,972-78.2% | $10,843-84.0% | $5,124-66.1% |