Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 1,942 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 |
|---|---|---|
CALLAN LLC1+ years Filed as: CALLAN ASSOCIATES Service code 28 · EIN 94-2192581 | Investment Management | $129,015 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 · EIN 47-0533629 | Securities brokerage | $79,427 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $48,853 |
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 | $114,087 | $67,505+69.0% | $105,218+8.4% | $67,505+69.0% |
| Participation rate | 98.4% | 71.2%+27.2pp | 77.2%+21.2pp | 71.2%+27.2pp |
| Annual return | -0.08% | 6.52%-6.6pp | 5.33%-5.4pp | 6.52%-6.6pp |
| Employer contribution / active EE | $8,194 | $2,173+277.1% | $3,255+151.7% | $2,173+277.1% |
| Participant deferral / active EE | $6,070 | $3,597+68.8% | $4,867+24.7% | $3,597+68.8% |
| Admin fee / account holder | $13 | $56-76.2% | $6,992-99.8% | $56-76.2% |