Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 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 |
|---|---|---|
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $40,539 |
CALLAN LLC1+ years Filed as: CALLAN ASSOCIATES Service code 28 · EIN 94-2192581 | Investment Management | $17,000 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 · EIN 47-0533629 | Securities brokerage | $12,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,804 | $75,760+158.5% | $123,104+59.1% | $59,188+230.8% |
| Participation rate | 41.5% | 86.0%-44.5pp | 86.8%-45.2pp | 69.4%-27.9pp |
| Annual return | -0.34% | 2.93%-3.3pp | 13.22%-13.6pp | 5.51%-5.8pp |
| Employer contribution / active EE | $1,728 | $3,415-49.4% | $5,151-66.5% | $2,098-17.6% |
| Participant deferral / active EE | $3,770 | $5,000-24.6% | $6,230-39.5% | $3,265+15.5% |
| Admin fee / account holder | $53 | $61-13.3% | $9,015-99.4% | $92-42.9% |